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The Real Investment Show Podcast

News

The Real Investment Show Podcast

Lance Roberts

6-29-26 Milton Friedman Was Mostly Right

June 29, 2026 10:36am 56 min

Was Milton Friedman right about inflation? Yes—but only if you quote the entire sentence. For decades, investors, economists, and financial media have repeated Friedman's famous statement that "inflation is always and ev...

6-29-26 50-DMA Breakdown: Bounce or Bigger Warning?| Before the Bell

June 29, 2026 8:20am 4 min

The market has slipped below its 50-day moving average, but is this just another short-lived breakdown or the beginning of a more meaningful shift in trend? We examine why the next 24 to 48 hours could determine whether ...

6-26-26 Don't Sweat Social Security

June 26, 2026 6:00am 39 min

Social Security is back in the headlines, with warnings about trust fund shortfalls, benefit cuts, and proposed reforms creating anxiety for retirees and pre-retirees alike. But before making emotional decisions, it's im...

6-25-26 The Micron Report: What's Next for Semi-conductors?

June 25, 2026 10:33am 43 min

Has Micron's earnings report changed the outlook for semiconductor stocks and the broader artificial intelligence trade? With expectations running exceptionally high following a massive rally in chip stocks, investors ar...

6-25-26 Semiconductor Rally Hides Market Weakness | Before the Bell

June 25, 2026 8:37am 5 min

Markets pulled back to the 50-day moving average ahead of Micron's earnings, but the bigger story is what lies beneath the surface. While semiconductor stocks may lead a strong rebound today, most sectors continue to lag...

6-24-26 Q&A Wednesday: What's Really Driving This Market?

June 24, 2026 2:30pm 49 min

Markets can remain resilient longer than many expect, but understanding what is fueling the rally is critical for managing risk and protecting long-term financial goals. Lance Roberts & Danny Ratliff tackle your question...

6-24-26 Micron Earnings: The Bar Is Too High | Before the Bell

June 24, 2026 9:00am 3 min

Markets on Tuesday broke below their recent consolidation range and tested the 50-DMA, putting investors on alert ahead of Micron's earnings report. While earnings and revenue growth are expected to remain strong, the re...

6-23-26 The New Rules of Portfolio Protection

June 23, 2026 11:22am 51 min

Markets are near highs, but momentum is slowing, breadth remains narrow, buybacks are entering blackout periods, and investors are looking for ways to participate in gains without exposing themselves to a major drawdown....

6-23-26 Quarter-End Rebalancing Hits Markets | Before the Bell

June 23, 2026 9:18am 4 min

Markets are starting to feel the impact of quarter-end portfolio rebalancing, and some of the biggest winners of the year—including technology and artificial intelligence leaders—are beginning to see selling pressure. Wi...

6-22-26 When Money Flows Meet a Hawkish Fed

June 22, 2026 10:09am 45 min

Markets remain near record highs, but the technical backdrop is becoming more complex. Strong money flows continue to support asset prices, while a more hawkish Federal Reserve threatens to tighten financial conditions a...

6-22-26 Market Breakout Watch | Before the Bell

June 22, 2026 8:33am 5 min

Markets are entering a critical period as quarter-end portfolio rebalancing begins and corporate buybacks move into blackout. While money flows remain exceptionally strong, momentum is weakening, market breadth remains n...

6-19-26 Black Swans, SpaceX, & Retirement Reality

June 19, 2026 6:00am 55 min

Richard Rosso & Jon Penn connect some of the biggest investing stories with the realities of retirement planning. From Elon Musk, SpaceX, and Social Security to Black Swan events and retirement planning, today's discussi...

6-18-26 Kevin Warsh's First Day at the Fed

June 18, 2026 12:22pm 44 min

What happens when a new Federal Reserve Chair takes office during a period of elevated market valuations, persistent inflation concerns, and growing pressure on interest rate policy? Lance Roberts discusses what investor...

6-18-26 Market Pennant: Breakout or Breakdown? | Before the Bell

June 18, 2026 10:10am 5 min

Markets pulled back on Wednesday as momentum continues to weaken and technical signals become more important. A developing pennant pattern is creating a pivotal setup, with rising support meeting lower overhead resistanc...

6-17-26 Q&A Wednesday: What Matters Now?

June 17, 2026 9:40am 49 min

Markets have rebounded sharply from their recent correction, but investors are now asking what comes next. Lance Roberts & Danny Ratliff answer your questions about the economy, interest rates, inflation, market valuatio...

6-17-26 Oil's Next Move Matters | Before the Bell

June 17, 2026 8:47am 4 min

Markets remain near all-time highs but struggled to break higher, fading into Tuesday's close and showing little direction ahead of the open. While stocks search for a catalyst, oil prices may hold the key to the next mo...

6-16-26 SpaceX Mania: What Happens After the Hype?

June 16, 2026 9:59am 46 min

SpaceX has become one of the most anticipated investment stories in modern market history. Between Elon Musk's popularity, the company's technological achievements, and years of speculation about a public offering, inves...

6-16-26 Bullish Setup Returns | Before the Bell

June 16, 2026 8:44am 3 min

Markets continue to recover from the recent 4.5% correction, holding above the 20-day moving average and setting up a potential run toward new all-time highs. Relative strength is improving, momentum indicators are begin...

6-15-26 Bull Market Pullback - Is the Correction Over?

June 15, 2026 11:17am 50 min

The market finally delivered the pullback we expected, with stocks retreating roughly 4.5% before finding support at the 50-day moving average. Was that enough to reset bullish sentiment, or is another correction still a...

6-15-26 Single Sector Driving Markets | Before the Bell

June 15, 2026 8:50am 4 min

Markets finally delivered the correction we had been anticipating. After becoming extremely extended, the S&P 500 pulled back 4.5% from peak to trough, testing the 50-day moving average before buyers stepped back in. In ...

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