The Real Investment Show (Full Show)

Is America’s global leadership really fading? Lance Roberts & Jonathan Penn reveal the truth behind the “decline of American exceptionalism” narrative, and why the U.S. continues to lead in economic strength, innovation, and global influence. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on...

Why does the stock market test our patience and nerve? Lance Roberts looks at the psychology of investing, how to master long-term strategies, and ways to navigate market volatility with confidence! Today is National Leave Work Early day...but before you do, make sure to tackle Lance's Monday Mandatory Reading list (links are provided below); Lance shares another tender moment from the Roberts' ki...

Is 2025 the ideal time for a Roth conversion? RIchard Rosso considers future tax rates potentially on the rise and retirement goals in focus, and why converting to a Roth IRA could be a smart move. We’ll break down the rules, potential tax implications, and key strategies to maximize your tax-free retirement income. Whether you’re planning for retirement or looking to optimize your wealth, don’t m...

President Trump's tariffs are being negated by Trade Courts, and markets feel inspired. Nvidia reports earnings, and is poised for a 6% gain today; we're still on the cusp of all that AI can do. Lance and Michael discuss the importance of recognizing and shutting out the narratives that distract investors; why we all seem to need a reason "why" things are as they are. Commentary on Nvidia's techno...

It's “Nvidia Day!” The Big Dog in the Tall Grass for AI reports earnings after the closing bell today. Lance Roberts & Danny Ratliff delve into the anticipation surrounding Nvidia's upcoming earnings report, set to be released after today's market close. We'll explore market expectations, potential impacts on NVDA stock, and the broader implications for the AI and semiconductor sectors. Also a dis...

Discover the hidden influence of anchoring bias on investment decisions and learn actionable strategies to overcome it. Lance Roberts and Jonathan Penn share behavioral finance concepts and provide practical solutions for navigating cognitive pitfalls in today’s markets. Lance and Jon examine the literal ramifications of anchoring (example: real estate prices); why headlines are to be avoided; Lan...

Are there hidden flaws in the One Big Beautiful Spending Bill? Danny Ratliff & Jonathan Penn expose what they're not telling you, diving into the fine print of the 2025 federal spending bill. Is it as beautiful as they claim—or are there costly warts hidden beneath the surface? Danny & Jon break down the economic risks inherent in the politics and pork. SEG-1: Will Investors Pause for Memorial Day...

Are bonds cheap? Lance Roberts & Michael Lebowitz discuss whether or not bonds are a good buy now, with a composite bond market outlook, and the relationship of interest rates and bond prices. SEG-1: Hurricane Season & Market Pullback SEG-2: Bond Auction Reality - What did the dealers do? SEG-3: Debunking the Narratives & Bad, Scary Charts SEG-4: Why Bonds Are a Good Buy Now Hosted by RIA Advisors...

Is this the beginning of a market correction—or just a healthy pullback? Lance Roberts & Danny Ratliff break down recent volatility, key technical signals, and what smart investors should be watching right now; a review of Target & WalMart's earnings reports. Lance rebuts claims by Fisher Investments that stock buy backs do not affect markets. Convincingly. A review of Jamie Dimon's market complac...

Are investors dangerously ignoring risk? Despite signs of slowing economic growth, elevated valuations, and geopolitical uncertainty, markets continue to trend higher with remarkably low volatility. Lance Roberts & Jonathan Penn address whether or not markets too complacent, remembering wedding anniversaries, and whether the ratings agencies are to be believed: Why even rate Treasuries at all? A l...

What does a lower credit rating mean for investors, interest rates, and the broader economy? Lance Roberts examines the implications of Moody’s recent U.S. debt downgrade, historical precedents, market reactions, and potential consequences for fiscal policy and the bond market. 🔑 Topics Covered: • Moody’s credit rating downgrade • U.S. debt crisis and fiscal outlook • Bond market reaction and yie...

What if your Social Security benefits were no longer taxed? A new bill in Congress could make that happen — but is it real policy or just political posturing? Richard Rosso unpacks the proposal to eliminate federal income tax on Social Security, what it could mean for retirees, and the fiscal reality behind the promise. 🧾 What’s in the proposed legislation 💸 How it could impact retirement income...

Are rising yields a warning sign, or are they reflecting renewed economic strength? Lance Roberts & Michael Lebowitz dive into the latest movements in bond yields and what they signal for markets, the Fed, and your portfolio. Lance and Mike analyze the shape of the yield curve, interest rate forecasts, and what it all means for investors in 2025: * Why the 10-year Treasury yield is making headline...

As markets climb higher, investors are rushing back into stocks. But is the chase for equity returns grounded in fundamentals—or just FOMO? Lance Roberts & Danny Ratliff dive into the sudden surge in equity markets and the renewed appetite for risk. Is this rally sustainable—or are investors simply chasing performance at the top? What’s fueling the stock market rally in 2025, how is sentiment shif...

Tariffs rattled markets. Then… silence. Are we in the clear—or is another shock coming? Lance Roberts and Jonathan Penn tackle the question: Is Tariff Volatility Over? The reversal of tariffs is only a 90-day reprieve; markets are very over bought, and after Monday's rally are due for some pullback (sooner or later); be patient and bide your time before jumping into the fray. Lance and Jonathan di...

It's Lance Roberts' 60th birthday, and the birthday faery made an early visit to the studio. Markets will be boosted today by news of an agreement between the US and China over tariffs. Is the recent market rebound a sign of recovery—or just a classic bear market trap? Lance Roberts breaks down what defines a bear market rally, why investors often get whipsawed by false hope, and how to position y...

Being a single mom means wearing every hat—and that includes the CFO of the household. In this special Mother’s Day edition of Financial Fitness Friday, Richard Rosso & Matt Doyle offer tailored financial planning advice for single moms, covering essential strategies for budgeting, building an emergency fund, managing debt, and long-term investing. Rich and Matt also cover market trends, tariff ne...

With a new administration in Washington and control of Congress shifting, tax reform is once again a high-stakes issue for investors and business owners. Richard Rosso & Matt Doyle analyze what’s on the table—proposals to adjust capital gains rates, reduce or expand corporate tax burdens, and modify personal income brackets. We’ll break down where negotiations stand, what’s likely to change, and h...

The Federal Reserve kept its stance firmly hawkish at their latest FOMC meeting — but what does that mean for stocks, bonds, and the economy? Lance Roberts & Michael Lebowitz break down the Fed’s latest interest rate decision, Jerome Powell’s comments, and the immediate market reaction, covering key sectors impacted, investor sentiment shifts, and the Fed’s outlook for inflation, growth, and monet...

The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what i...

Think you're getting "free" investment advice? Think again. Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financial services. Lance reveals the toughest jobs in America, and a look at the end of markets' winning string. Learn how mutual fund share classes — A shares vs. B shares — reveal how advisors get paid, and why front-end and back-end loads can quietly erod...

May begins and stock buy backs return; earnings season has been okay, on lowered expectations. Employment report is stronger than expected, but showing slippage. Lance Roberts explores why resistance levels are challenging both bulls and bears in today’s volatile market. Over the past two weeks, the market has had a furious nine-day rally, the longest winning streak in 21 years. However, there are...

Why are Americans drowning in debt? In today’s episode, Jonathan McCarty and Matt Doyle uncover the real story behind 'Doing Debt the American Way.' Jonathan and Matt discuss the financial implications to Buy-now/Pay-later plans, how to save money at home, and the choices consumers are making to make ends meet. SEG-1: China's Long Game with Tariffs SEG-2: Debt American Style SEG-3: How to Save Mon...

Bond yields are rising — but why now, and what does it mean for your investments? In this episode, we break down what's driving Treasury yields higher, how the Federal Reserve and inflation expectations are playing a role, and what the risks (and opportunities) are for stocks, bonds, and the broader economy. Stay ahead of market shifts with expert insights and practical strategies for the changing...

Why is the trade deficit at record levels? Lance Roberts breaks down the record-setting U.S. trade deficit and its far-reaching implications. From global trade imbalances and currency pressures to the potential impact on interest rates and inflation, we unpack what this growing deficit could signal for the U.S. economy in 2025. Lance Roberts explores: How the trade deficit affects GDP and growth W...