HeyJaredThe Real Investment Show Podcast
It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
- Indexed episodes, last 90 days
- 107
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
9-29-26 Stop Trying to Beat the Market (opens the original)
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Can even the wealthiest investors consistently beat the market? Recent data comparing the Forbes 400 with the S&P 500 raises an important question about investment performance, indexing, and the pursuit of market-beating returns. Lance Roberts & Jonathan Penn examine why Americans across generations remain uncertain about their future financial needs, and what that says about the importance of planning beyond portfolio performance. Then, we put a real-world income decision under the microscope:
9-29-26 What the S&P 500 Is Hiding | Before the Bell (opens the original)
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The S&P 500 may look calm, but beneath the surface, the market is telling a very different story. Small-caps, mid-caps, utilities, real estate, and parts of Technology have been under pressure, while heavyweight stocks such as Nvidia have helped support the market-cap-weighted indexes. With the S&P 500 sitting near its 20-DMA and still trapped in a consolidation range, that growing market dispersion deserves attention. But investors should be careful about reading too much into short-term price
9-28-26 Can the S&P 500 Really Reach 9,000? (opens the original)
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Can the S&P 500 really reach 9,000? Jefferies has set a 9,000 target for the index by the end of 2027, but getting there may require nearly everything to go right. Lance Roberts examines the assumptions behind that forecast, including earnings growth, historically high profit margins, AI-driven capital spending, market valuations, and interest rates. With earnings estimates moving higher instead of following their typical pattern of downward revisions, Wall Street's outlook has become increasing
9-28-26 Is a Major Market Rotation Coming? | Before the Bell (opens the original)
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Markets are sitting near all-time highs, but underneath the surface, the picture looks very different. Technology and Energy have been leading while interest-rate-sensitive sectors, including Real Estate, Financials, Industrials, and Utilities, have come under pressure. That widening gap matters. Lance Roberts looks at market breadth, sector dispersion, rising interest rates, and why portfolios without heavy Technology or Energy exposure may be lagging the major indexes. Could the next move be a
9-24 26 Will the Next Trade Be Bonds? (opens the original)
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With interest rates, inflation, oil prices, Treasury yields, and stock market valuations all competing for investors' attention, what should you be watching now? As the S&P 500 approaches record territory, can markets sustain a breakout, or are new risks beginning to emerge? Lance Roberts and Danny Ratliff answer your questions from the YouTube live chat, and break down the economic, investing, and consumer stories shaping markets this week. We'll discuss what the latest economic and market sign
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