The Real Investment Show Podcast

Jan 31 2025 2746 ep. 26 mins 199
The Real Investment Show Podcast artwork

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.

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1-31-25 Tips & Traps You Need to Know for Tax Season

Jan 31 2025 46 mins  
Apple's outlook will set the tone for today's market action; the January effect will be set by the end of the day. Rich & Matt discuss tariffs & volatility; Mexico and Canada are targets. Inflation data due today with the PCE report. The FEd's target is still 2%, and there's no reason to lower rates for now. This is forcing markets to shift focus; why a little inflation is a good t

1-30-25 The Fed Holds Firm

Jan 30 2025 45 mins  
It's the end of the month, and the determining day for the January Barometer is tomorrow. Markets knee-jerked all over the board following yesterday's Fed announcements to hold firm at current rates. Economic news was not encouraging, with export up, imports down, suggesting the economy is weaker than thought; labor and demand dynamics. There is a lot of speculative money pouring i

1-30-25 Why Options Data is Off the Hook

Jan 30 2025 4 mins  
This has been a week full of headlines, between the Fed meeting and the whole DeepSeek story, lots of panic and concerns were generated. Markets really haven't done a whole lot this week. Retail investors bought heavily into Monday's dip. But nobody really buys stocks anymore: Retail investors are piling into options at a pace not seen before. Most of the options are call options;

1-29-25 Watching the Mega-Cap Earnings Parade

Jan 29 2025 44 mins  
Today is Mega-cap earnings Day, and there's also a lot of economic data to be revealed. Plus, this afternoon will see the latest announcement from the Federal Reserve. Expectations are for the Fed to hold firm on rates this time. Interestingly, despite Monday's selloff, money flows have continued to come into the markets. In fact, on Tuesday (1/28) the QQQ had its biggest inflow si

1-29-25 What Money Flows Are Telling Us

Jan 29 2025 4 mins  
When money flows are positive, asset prices are supported; if money flows are negative, support is taken away. Understanding in which direction money flows are going will help you better determine where markets are going next. Interestingly, despite Monday's selloff, money flows have continued to come into the markets. In fact, on Tuesday (1/28) the QQQ had its biggest inflow since

1-28-25 The DeepSeek Knee Jerk

Jan 28 2025 45 mins  
The race is on for dominance in the artificial intelligence arena with China's release of DeepSeek. Markets initially nose-dived Monday, but ended up slightly higher (with the exception of Nvidia). This volatility underlines the necessity for portfolio diversification. The pullback in an oversold market was not unexpected. The news resulted in the biggest single-day market cap loss

1-28-25 DeepSeek Reaction: Why Diversification Works

Jan 28 2025 4 mins  
In the aftermath of the DeepSeek fracas, markets are still on a buy signal, breadth improved as markets came down to kiss the 20-DMA and then rallyed above the 50-DMA, still holding important technical support. Markets were over bought going into yesterday's trading, and the pullback was not unexpected. (This illustrates perfectly the reason for rebalancing risk in portfolios.) Nvi

1-27-25 DeepSeek or Deep Sink?

Jan 27 2025 45 mins  
The unfolding of China's DeepSeek technology, and history's shortest trade war (with Colombia) highlighted the weekend. What are the investing opportunities from DeepSeek? Too soon to tell; allow markets to sort it out today, and make no rash moves. What DeepSeek means to markets; what's the difference from AI? Lance compares the 1960's space race to the AI technology competition t

1-27-25 Caution is the Watchword

Jan 27 2025 4 mins  
Markets are going to be off this morning, mostly led by all the AI-related stocks. It's too late to do anything about it today; Caution is the watchword. Do NOT sell into today's rip. Let the market figure it out, and you go fishing today, or something. We anticipate markets will clip out towards the 100-DMA; when the dust settles, we'll assess what to do next. Remember, the market

1-24-25 Using Drone Mentality for Financial Success

Jan 24 2025 45 mins