The Real Investment Show Podcast

Big Tech continues to post record earnings, but investors may be overlooking one critical risk: AI capital spending. Lance Roberts explains why today's AI spending boom could become tomorrow's accounting headwind, how depreciation affects corporate profitability, and why investors should look beyond headline earnings. 0:00 INTRO 1:01 - Elon Musk, former Trillionaire & Another Iran Cease-fire 5:34 - Markets Set to Open Sharply Higher 10:59 - Shopping w Mrs. Roberts & Back to College 13:09 - AI Depreciation Risk Impact on Earnings 16:40 - Valuations on EBITDA 19:11 - Hyperscalers' 2026 Estimates 20:25 - Focusing on Free Cash Flow--why?? 23:25 - Markets Have Already Priced-in Depreciation 25:20 - How to Best Evaluated Companies 27:38 - Are US Treasuries a Safe Asset? 33:34 - What Happens if Foreign Demand for Dollars Goes to Zero? 38:00 - The Only Thing that Matters: Duration 41:03 - Change in Duration is Not a Credit Event 42:37 - Why Buy US Treasuries? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/5lrbGjrxvQY ------- Articles mentioned in this report: "AI Capex Depreciation Risk Is The Catch To Record Earnings" https://realinvestmentadvice.com/resources/blog/ai-capex-depreciation-risk-is-the-catch-to-record-earnings/ "Are US Treasuries Still A Safe Asset?" https://realinvestmentadvice.com/resources/blog/are-us-treasuries-still-a-safe-asset-copy/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Bounce as Oil Retreats" https://youtu.be/-32Zu3-6gP8 ------- Watch our previous show, "Financial Fitness Friday - Trump Accounts: What Parents Need to Know" https://youtube.com/live/UGqEJxQ6Fls?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #SP500 #Gold #TechnicalAnalysis #ArtificialIntelligence #BigTech #Investing #MarketAnalysis

Stocks are set to open sharply higher as oil prices reverse from last week's overbought extremes, reinforcing why technical analysis often provides better signals than reacting to headlines. We review how falling oil prices are influencing stocks, gold, silver, and the U.S. dollar, and why those relationships matter for investors. We also examine whether the S&P 500 can reclaim its 50-day moving average after last week's breakdown, what the current momentum sell signal suggests, and why markets remain trapped in a consolidation range. While oversold conditions could support a short-term rebound, geopolitical risks and overhead resistance continue to warrant disciplined risk management rather than emotional reactions. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/-32Zu3-6gP8 --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #SP500 #Gold #TechnicalAnalysis

What are Trump Accounts, and could they reshape how families save and invest for the next generation? Richard Rosso & Jonathan McCarty break down how Trump Accounts work, who qualifies, how they're funded, the role of employers and charitable contributions, and how these new custodial accounts compare with traditional UGMA and UTMA accounts. We also discuss investment choices, withdrawal rules, inflation considerations, and the potential addition of publicly traded securities. Beyond the mechanics, we explore the broader goal of improving financial literacy, raising financially responsible children, and avoiding the financial planning mistakes that can undermine long-term wealth. Whether you're a parent, grandparent, financial advisor, or simply curious about this new savings concept, we'll explain what matters most—and what questions still need answers. 0:00 INTRO 0:19 - Sleep Training & Trump Accounts 5:07 - Creating Financial Literacy Lessons? 8:51 - Evolution of Trump Accounts - How are they funded? 12:54 - Allowing publicly traded securities in Trump Accounts 14:51 - Employers' Contributions (Michael Dell donation) 15:53 - Custodial Account Aspects 18:55 - Making the first withdrawal 21:15 - E-bikes & Mopeds (Better Off Dead) 23:38 - UGMA's, UTMA's vs Trump Accounts 25:26 - The choices in Trump Accounts? 28:09 - Indexing for Inflation? 29:41 - The process & custodial choices 32:03 - The Charitable Donation angle 33:24 - The Financial Education Milestones with Trump Account funds 38:26 - Raising Financially Viable Children 40:43 - Financial Planning Minefields 43:38 - Final Thoughts on Trump Accounts Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/UGqEJxQ6Fls?feature=share ------- Articles mentioned in this report: "Why Retail Traders Consistently Underperform Over Time" https://realinvestmentadvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Eye Earnings as Oil Lifts Yields" https://youtu.be/rWpYjR1_Cxs ------- Watch our previous show, "Why Investors Keep Chasing What's Hot" https://youtube.com/live/-ZZA_xtFZGg?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TrumpAccounts #FinancialPlanning #FinancialLiteracy #Investing #RetirementPlanning

SpaceX has transformed the commercial space industry with reusable rockets, Starlink, and ambitious plans for Starship. But after one of the largest IPOs in history, can the company continue delivering the growth investors now expect? Lance Roberts & Michael Lebowitz examine whether SpaceX's fundamentals can keep pace with its valuation. We'll discuss launch cadence, Starlink's revenue potential, Starship's development timeline, competitive pressures, capital requirements, and the risks investors should consider before chasing one of the market's most talked-about stocks. 0:00 INTRO 0:53 - Where Do Markets Go Next? 3:40 - The Oil, Dollar, & Gold Connection 9:41 - The Only Thing That Really Matters is Earnings Growth 13:52 - Liquidity Matters as well 15:11 - Google Earnings & Negative Free Cash 23:59 - Space-X: Is Value Eroding? 26:51 - The Three Distinct Businesses of Space-X 33:08 - What Space-X Employees Will Do 37:04 - The Track Record of Elon Musk 37:50 - When to Buy Space-X? 40:52 - Space-X Earnings: Wait for it 41:50 - Oil, Bonds, & Gold Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XGeCGPXfE4k ------- Articles mentioned in this report: "Can SpaceX Fire On All Cylinders?" https://realinvestmentadvice.com/resources/blog/can-spacex-fire-on-all-cylinders/ --- Watch today's "Before the Bell" premarket commentary, "Oil, Earnings, and Market Complacency," https://youtu.be/nBKqoSD_uCI ------- Watch our previous show, "Why Retail Traders Keep Losing" https://youtube.com/live/neGG2EOd8SM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #SP500 #EarningsSeason #Investing #SpaceX #ElonMusk #GrowthStocks

Climbing Oil prices continue on a momentum buy signal as crude approaches key resistance near the 100-day moving average. A stronger U.S. dollar is rising alongside oil, while gold remains under pressure as global demand for dollars increases. Despite geopolitical tensions and higher energy prices, market volatility remains surprisingly subdued. In today's Before the Bell, we examine why the S&P 500 continues to hold support near the 50-day moving average, how corporate earnings are offsetting macro risks, and why investor complacency may be the biggest risk currently hiding beneath the market's surface. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/nBKqoSD_uCI --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #SP500 #EarningsSeason #Investing