The Real Investment Show Podcast

Mar 07 2025 2787 ep. 26 mins 210

The Real Investment Show Podcast artwork

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

Copy RSS

Subscribe on Podcast Addict

3-7-25 There is More to College Funding than Meets the Eye

Mar 07 2025 46 mins

We introduce Sarah Buenger, CFP, our in-house college funding expert and Professor of Financial Planning at Texas A&M University. Richard discusses diversification in portfolios vs "sext" stocks, sector rotation, and the Fed's Jobs preview; sentiment doesn't match the markets. Tariff s vs protectionism: disruption is what markets dislike the most. A discussion about social security

3-6-25 Never Let a Good Crisis Go to Waste

Mar 06 2025 46 mins

Lance is preparing for Spring Break Vacation next week (3/10-14); Market rallied Wednesday on possible delays of tariff impositions on Automobiles. Lance reviews potential new tax deductions like we used to have. Deportation forecasts: Previous events did not crash markets. Investor and positioning sentiment are still very negative. (At this point in the broadcast, our streaming co

3-6-25 Markets to Retest 200-DMA

Mar 06 2025 3 mins

Markets are looking to open lower, but there's no, one reason as the cause. We'll retest the 200-DMA again today: Be careful of breaks in support! When these have occurred in the past, they've turned out to be buying opportunities, not selling opportunities. Concerns over negative GDP data should improve as new data is received. This is hinted in improving ISM Services and Manufact

3-5-25 Tariff Turmoil

Mar 05 2025 46 mins

President Donald Trump's speech last night kept us up late, running nearly two-hours outlining his plan to offset lower tax revenues with tariffs on other countries. A discussion on reciprocal tariffs; how markets work; where earnings growth comes fromn. Markets are now re-pricing the impact of tariffs (Chart of stock valuations heat map). Lance and Danny discuss the ebb and flow o

3-5-25 Have Markets Found the Bottom?

Mar 05 2025 6 mins

Markets are down 6% and very over sold: This is the time to look for opportunities. The problem with finding market bottoms is the time it takes to work it out. Significantly, markets tested the 200-DMA on Tuesday for the first time in a long, long time. There is a cluster of resistance around 5900 on the S&P: The 20-DMA, the 50-DMA, the 100-DMA are all clustered there. It will be

3-4-25 What To Do When Everyone is Bearish

Mar 04 2025 46 mins

Tariffs take effect as markets are in mid-correction; investors are extremely bearish. Tariffs only impact production side; consumers may choose not to buy at elevated prices. Lance and Jonathan discuss avocados vs mangos. Markets continue to trade in a broad, large range; markets are seeking an interim bottom. Markets are over sold, and money flows are reversing. Is Christina Lanc

3-4-25 Markets Adjust for Tariffs

Mar 04 2025 4 mins

Markets rallied on Monday, but declined over all, and are looking to open lower this morning. We are still within a very large consolidation range in which markets have been operating since last November. We're down about 4% from market highs, which may feel pretty bad (and this is where investors get on the wrong side of the trade); we're over sold with a very deep sell signal, an

3-3-25 Will Markets March Ahead?

Mar 03 2025 46 mins

Will Donald Trump's Crypto-reserve translate into a boon for tech stocks and cryptocurrencies? The Atlanta Fed GDP shows negative growth: This does not mean recessionary. Front loading of purchases ahead of tariff imposition will result in pullback from anticipated purchasing later in the year, affecting profits. March is a seasonally strong month. A look at the market rally and ro

3-3-25 Negative Sentiment will Fuel Market Rally

Mar 03 2025 4 mins

Welcome to the month of March, which tends to be a seasonally-stronger month of the year (November-May). March and April tend to be the stronger months among these. The last half of February was not a very pleasant experience. February re-balancing of pension funds resulted in a good bit of buying at the end of the day on Friday, providing a nice recovery off support. There has bee

2-28-25 Instant Results Coming from Social Security Fairness Act

Feb 28 2025 46 mins

Rich & Matt share thoughts about the late Gene Hackman, followed by market commentary and Bitcoin's behavior: It's NOT a diversifier, but quite speculative. Observations about market performance during the first year of a new presidency. Rich shares his childhood wardrobe prompts (Gene Hackman), and talks PCE preview and the price of eggs. A look at the Social Security Fairness Act