Skill Piper

The Real Investment Show Podcast

Brought to you by, Lance Roberts

https://skillpiper.com/share/1271435757

The Real Investment Show Podcast

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

...see more

    Business

Subscribe and Listen Anywhere

  • rss
  • spotify
  • apple
  • breez
  • youtube
  • castbox
  • overcast
  • podcastaddict
  • pocketcasts
  • podbean
  • playerfm
  • antennapod
  • podcastrepublic
  • anytimeplayer

Recent Episodes of The Real Investment Show Podcast


6-10-24 Rising Unemployment Rate: A Possible Recession Indicator?

6-10-24 Rising Unemployment Rate: A Possible Recession Indicator?

Employment Report Headlines are stronger than the underlying data shows; economic activity is slowing, but markets remain upbeat. Markets have been quiet; complacency can lead to unexpected things. Markets tested 20-DMA and rallied; will re-test that level today...again. FOMC Meeting this week + CPI Inflation data could trigger a change: Markets' performance has been predicated on Fed rate cuts. How we get the employment numbers: Data vs surveys. The gap between households and BLS is growing; something is wrong with the adjustments. Why $20/hr minimum wage isn't working. Look at wages vs total compensation. Employment numbers are likely to be...

Episode 10 June 2024 45m and 55s


6-10-24 Will the Fed Reverse Quantitative Tightening?

6-10-24 Will the Fed Reverse Quantitative Tightening?

Futures are pointing lower this morning, which is no surprise. After a multi-weeks' long run in the markets, investors today will likely re-test the 20-DMA in a repeat performance of market activity we saw back in November thru February. The current environment could run from July through August, migrating higher without any catalyst. This week's FOMC Meeting and CPI Inflation data could turn markets sharply lower, because the market is predicated on the Fed cutting rates. We're expecting the Fed to maintain the status quo of staying on track to cut rates later in the year, and a reversal of...

Episode 10 June 2024 3m and 56s


6-7-24 How to Maximize Your Severance Package

6-7-24 How to Maximize Your Severance Package

The D stands for Donuts: It's International Donut Day; Buc-Cee's Donuts & Jerky; Can a Texas Stock Exchange survive? JR weighs in. NYC's economic suicide; the Roaring Kitty live-stream; Candid Coffee returns (6/29); AI stocks & narrative economics: Will AI not be the savior we'd hoped? How to maximize your severance package; when a layoff is a blessing in disguise. Goldfish & dietary habits; Severance package strategies: Maximizing HSA's; lumps-sum or annutize? Model it out. SEG-1: National Donut Day, Nvidia Split, Jobs Report Preview SEG-2: NYSE vs Texas Stock Exchange & Civil Migration SEG-3: Candid Coffee Preview, Narrative Economics & AI Stocks SEG-4: Goldfish, Diets, & Severance...

Episode 7 June 2024 46m and 8s


6-6-24 Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown

6-6-24 Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown

D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of government subsidies required by alternative energy companies? Political realities to be considered. The next Fed meeting: will they cut rates; how many times? Market performance history vis a vis Fed rate activity...

Episode 6 June 2024 46m and 13s


6-6-24 Nvidia Overtakes Apple at $3 Trillion Market Cap

6-6-24 Nvidia Overtakes Apple at $3 Trillion Market Cap

Big day for Nvidia on Wednesday, crossing the $3-Trillion market cap threshold to become the second-biggest company in the S&P...and surpassing Apple in market capitalization. Nvidia is now trading well beyond three standard deviations above its 50-DMA. The last time Nvidia was this extended, back in March, it spent quite a bit of time afterward declining as it worked off the overbought positions. We look at the technical analysis behind this stock. Everyone that is AI-related is where the money is going for now, but at some point this is all going to have to be worked off...

Episode 6 June 2024 4m and 14s


6-5-24 Could Roaring Kitty's Wealth Top $1-Billion?

6-5-24 Could Roaring Kitty's Wealth Top $1-Billion?

More weak economic data from the Atlanta Fed; semiconductors are outperforming software stocks, 3:1; look for consolidation in that sector. Domestic stocks are outperforming all other markets. A fairly big correction in Oil Prices over the past few days is now setting up an opportunity for investors to take profits and rebalance energy portfolios, which are by necessity tied to the price of their underlying commodity. Curious about Roaring Kitty's extraordinary journey in the stock market? Discover how his wealth skyrocketed from $53,000 to nearly $300 million; Roaring Kitty's rise to fame in the financial world; the ups and downs of his public...

Episode 5 June 2024 46m and 15s


6-5-24 How High Will Crude Prices Rally?

6-5-24 How High Will Crude Prices Rally?

A fairly big correction in Oil Prices over the past few days is now setting up for an opportunity for investors to take profits and rebalance energy portfolios, which are by necessity tied to the price of their underlying commodity. OPEC's decision to allow more production to come online has pushed oil prices down. Oil prices are sitting on support that goes back to February of this year. A bounce in prices will allow you the opportunity to rebalance energy exposure. We're looking for a rally in oil prices to between $76 to $77/share. However--a continuation of slower rates of economic...

Episode 5 June 2024 4m and 13s


6-4-24 Dangers of Market Timing: Why You Might Lose Out

6-4-24 Dangers of Market Timing: Why You Might Lose Out

Launching June market trading and looking ahead; the continuing saga of E*Trade and Roaring Kitty, GameStop. Economic data continues to weaken; expectations for Fed rate cuts this year are now back up to two. Markets' morning selloff, afternoon rally back into the green pattern continues, thanks to EOD institutional buying; all activity against the backdrop of a sell signal. Why Berkshire went to zero; markets' extreme deviation continues. Should you wait until after the Presidential Election to invest? Are you considering market timing as a strategy? Lance Roberts breaks down the pitfalls and risks of trying to predict the...

Episode 4 June 2024 46m and 13s


6-4-24 The 50-DMA is the Line in the Sand

6-4-24 The 50-DMA is the Line in the Sand

Markets opened weakly on Monday but rallied at the end of the day to close in the green. Markets continue to bounce along the 20-DMA, and the question will be whether the late-session buying by institutions will continue. Late day rallies are encouraging, as they're occurring against the backdrop of a sell signal, but that's also keeping markets from going anywhere. Markets continue to move sideways as overbought conditions are worked off. The 50-DMA is the line in the sand: as long as we remain above there, there's not much to worry about. For now. Hosted by RIA Chief Investment...

Episode 4 June 2024 3m and 23s


6-3-24 The Momentum Chase is On: What Happens Next?

6-3-24 The Momentum Chase is On: What Happens Next?

Markets start the month with support sustained at the 20-DMA, although consumer spending is weakening, with retrenchment in Restaurants. Inventories are high while spending is slackening. The cure for inflation is high prices. Markets break thru 20-DMA on Friday, but rally before the close. Sell signal is restricting upside. The market momentum chase is on...which is fine until the music stops. Noting investing cycles vs market cycles and the problem with dividend investing strategy. Public Debt: Productive vs non productive: Can the AI boom bail us out? Why James Grant is wrong about debt and interest rates (a preview...

Episode 3 June 2024 46m and 15s

Skill Piper
HomeBlogAboutContactNewsletter

© 2024 Skill Piper. All rights reserved

Twitter