The Real Investment Show Podcast

4-3-26 Taxes Never Go Away

Most retirement plans focus on savings and returns—but that's not what truly puts retirement at risk. Richard Rosso, Sarah Buenger, & Jonathan McCarty commiserate on the annual chore of paying …

Apr 03, 2026 · 31m

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4-2-26 Fed Trap? Markets Face Inflation, Oil & Treasury Sell-Off

Markets are hitting a critical inflection point—and the stakes are rising fast. A major policy speech from Donald Trump sparked volatility, just as markets tested a key cluster of technical …

Apr 02, 2026 · 45m

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4-2-26 200-DMA Rejection: Bounce or Breakdown? | Before the Bell

Markets delivered the expected oversold bounce earlier this week, but momentum stalled right at a key technical level—the 20-DMA just beneath the 200-DMA. Now, with futures pointing lower following comments …

Apr 02, 2026 · 4m

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4-1-26 Wives Take Over: Money, Marriage, and Real Talk

What happens when the wives take over the show? For this special April Fool's Day edition of #TheRealInvestmentShow, the tables are turned as Michelle Ratliff & Christina Roberts step in …

Apr 01, 2026 · 48m

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3-31-26 Are Markets Becoming Gambling?

A major shift is happening in how younger investors approach the markets—and it may be the most important risk investors are ignoring. From AI-driven investing decisions to social media influencers …

Mar 31, 2026 · 48m

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3-31-26 Oversold Bounce or Bigger Breakdown? | Before the Bell

Markets opened higher Monday but faded into another selloff as end-of-quarter rebalancing continues to drive volatility. With roughly $65 billion in portfolio adjustments underway, much of the recent price action …

Mar 31, 2026 · 4m

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3-30-26 Subprime Crisis 2.0? Private Credit Risks Explained

Lance Roberts breaks down the growing stress in private credit markets, rising default risks, and the recent wave of gated withdrawals across major funds. With comparisons to the 2008 financial …

Mar 30, 2026 · 52m

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3-30-26 Sell the Bounce Before the Next Drop | Before the Bell

Markets are down roughly 7% from their peak and under sustained pressure, with five consecutive weeks of negative returns—an unusually extended stretch that historically signals a near-term inflection point. Oversold …

Mar 30, 2026 · 5m

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3-27-26 How to Beat the 4 Biggest Retirement Risks

Most retirement plans focus on savings and returns—but that's not what truly puts retirement at risk. Richard Rosso & Jonathan McCarty break down the four biggest threats retirees face: longevity, …

Mar 27, 2026 · 54m

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3-26-26 Will AI Trigger the Next Great Depression?

Will artificial intelligence spark the next economic boom—or trigger a crisis rivaling the Great Depression? A growing debate on Wall Street is emerging after research scenarios like the "Global Intelligence …

Mar 26, 2026 · 46m

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3-26-26 Markets Breakdown or Bounce? | Before the Bell

Markets are testing the 200-DMA from below, a key resistance level. Failure to break above could increase downside pressure, but end-of-quarter rebalancing (~$62B in buying) may provide near-term support. Momentum …

Mar 26, 2026 · 2m

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3-25-26 Q&A Wednesday: Markets, Money & Your Questions Answered

Lance Roberts & Danny Ratliff answer your biggest questions about the markets, investing, and personal finance in today's rapidly changing economic environment. From stock market volatility and interest rates to …

Mar 25, 2026 · 49m

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3-25-26 Markets Poised for Oversold Bounce | Before the Bell

Markets enter the pre-market deeply oversold, with sentiment turning increasingly negative—conditions that often lead to a short-term reflex rally. Investors are looking for a catalyst, and even minor geopolitical headlines …

Mar 25, 2026 · 5m

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3-24-26 Asset Allocation, Benchmarks, and High-Yield Debt Traps

Lance Roberts and Jon Penn tackle the most pressing portfolio questions investors and retirees are asking right now: Challenge the assumption that older investors should automatically shift to ultra-conservative allocations …

Mar 24, 2026 · 52m

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3-24-26 Markets Stall - Why We're Raising Cash | Before the Bell

Markets opened Monday above the 200-day moving average but failed to hold — and that failure matters. We break down why we're reducing market exposure by raising cash, what the …

Mar 24, 2026 · 2m

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3-23-26 200-DMA Broken – Bear Market or Buy Signal?

The S&P 500 just broke its 200-day moving average. Is this a bear market signal or a historic buying opportunity? The answer depends on a clear set of warning indicators …

Mar 23, 2026 · 42m

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3-23-26 Trump-Iran News Reverses Futures | Before the Bell

Markets confirmed a break below the 200-Day Moving Average on Friday — amplified by Options Expiration Day selling. Then a single headline changed everything. During this live pre-market update, news …

Mar 23, 2026 · 5m

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3-20-26 Tax Strategies That Actually Save You Money

Most people think about taxes once a year. Smart investors think about them every year. Richard Rosso & Sarah Buenger break down the critical difference between tax preparation and true …

Mar 20, 2026 · 48m

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3-19-26 Will The Fed Backstop Exuberance Again?

The private credit market has exploded from under $500 billion a decade ago to $1.2 trillion domestically and $1.7 trillion globally — and stress is building fast. Lance Roberts & …

Mar 19, 2026

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3-19-26 Markets Flail as Rate Cut Hopes Fail | Before the Bell

Hot inflation data sent markets lower Wednesday, killing expectations for Federal Reserve rate cuts in 2024 and leaving the Fed firmly on hold. Now markets are testing the critical 200-day …

Mar 19, 2026 · 5m

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3-18-26 Q&A Wednesday: Open Season

Lance Roberts & Danny Ratliff break down the most pressing financial topics shaping markets and personal finance decisions right now. We open with an analysis of current selling pressure and …

Mar 18, 2026 · 49m

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3-18-26 Rebalance Now Before the Rally Fades | Before the Bell

Markets are pointing toward 6,800 this morning as momentum and relative strength improve. The reflexive rally we called last week is taking shape — and that creates a rebalancing opportunity, …

Mar 18, 2026 · 5m

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3-17-26 Fixing Your Broken Emergency Fund

Is your financial plan built to survive a market crash — or a $5,000 emergency? Lance Roberts & Jon Penn break down what retirees and younger workers both need to …

Mar 17, 2026 · 50m

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3-17-26 Market Bounces Off 200-DMA — Rally or Trap? | Before the Bell

Markets Bounce Off 200-DMA — Is a Rally Building or Is This a Bull Trap? Markets tested the critical 200-Day Moving Average and bounced — but is this a real …

Mar 17, 2026 · 4m

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3-16-26 Oil Shock - Markets Reprice Risk

Oil volatility is shaking global markets after disruptions in the Strait of Hormuz triggered the largest modern oil supply shock. Crude briefly surged above $100 as geopolitical tensions escalated, sending …

Mar 16, 2026 · 48m

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3-16-26 Oil Spike, Oversold Markets, & The 200-DMA Test | Before the Bell

Markets are testing the 200-day moving average during a historically weak period in March. After failing at resistance, stocks are now technically oversold, which often leads to short-term reflex rallies. …

Mar 16, 2026 · 6m

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3-13-26 The Psychology of Spending in Retirement

Retirement income planning isn't just about withdrawal rates, portfolio construction, or tax strategies. For many retirees, the hardest part of retirement is psychological, not mathematical. Richard Rosso & Jonathan McCarty …

Mar 13, 2026 · 46m

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3-12-26 The "Value Rotation" Illusion

The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? Jon Penn and Michael Lebowitz explain how today's …

Mar 12, 2026 · 43m

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3-11-26 Q&A Day: Technical Breakdown in the S&P 500: What Comes Next?

Jon Penn & Devoda Owens cover key financial planning and market topics affecting investors and retirees, beginning with market commentary on the Iran campaign and geopolitical risk, and what it …

Mar 11, 2026 · 48m

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