About this episode
Markets continue to push higher, but the underlying story is getting more nuanced. Leadership is narrowing, valuations are stretched, and investors are weighing strong momentum against rising risks—from interest rate uncertainty to geopolitical developments and shifting economic data. Lance Roberts and Danny Ratliff open the chatroom to tackle your most pressing financial questions in real time. From portfolio strategy and market outlook to retirement planning, taxes, and risk management, we'll break down what matters most in today's environment and how to think through what comes next. Key topics include: 0:00 - INTRO 1:04 - Jerome Powell's Last Stand 5:59 - Markets Primed for Pull Back 10:28 - When Will Oil Prices Peak? 13:48 - Will UAE Exit from OPEC+ Fracture CarteL? 15:39 - Could OPEC Break Up Lead to Oil Over-supply/Price Crash? 17:00 - The Fed Should Be Seen & Not Heard 20:27 - Strategies for Rates and Timing 22:25 - John Bogle, International Mutual Funds, & Boat Anchors 27:37 - Market Volatility & Record Retail Participation 28:25 - How We Use Options 31:01 - When Do We Know the Software Services Apocalypse is Over? 33:23 - What Was Your Worst Trade...and Biggest Mistake? 38:37- What Did Lance have for Breakfast? 40:05 - Investing in Photonic Stocks? 43:38 - Armadillos & Horses (really, people??) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, 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/xzazFr20EOE ------- Watch today's "Before the Bell" feature, "Overextended Markets - Pullback Risk Rising," here: https://www.youtube.com/playlist?list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Watch our previous show, "The Hidden Costs of Divorce," https://youtube.com/live/sSYl1w7TUek?feature=share ------- The latest installment of our new feature, Before the Bell, "Don't Chase These All-Time Highs" is here: https://youtu.be/fcqpg6b8GPQ ------- Resources Mentioned in Today's Show: "Hormuz: Why Markets Are Shrugging Off The Oil Shock" https://realinvestmentadvice.com/resources/blog/hormuz-why-markets-are-shrugging-off-the-oil-shock/ "The Dollar's Funeral Keeps Getting Rescheduled" https://realinvestmentadvice.com/resources/blog/the-dollars-funeral-keeps-getting-rescheduled/ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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 #MarketOutlook #InvestingStrategy #FederalReserve #TechnicalAnalysis #Investing #FinancialPlanning #InvestorQuestions