Episode Details

Markets have rebounded sharply from their recent correction, but investors are now asking what comes next. Lance Roberts & Danny Ratliff answer your questions about the economy, interest rates, inflation, market valuations, bonds, retirement planning, artificial intelligence, geopolitics, and the biggest risks facing investors today. Will the Federal Reserve remain on hold? How could oil prices, earnings growth, and consumer spending impact markets during the second half of the year? Are stocks becoming too expensive, or is the bull market still intact? We break down the latest economic developments and provide practical insights to help you navigate today's rapidly changing environment. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - Markets Selloff, Semi's Consolidate 3:03 - Kevin Warsh Presser Preview 6:41 - Oil Prices Direct Feed Into Economic Data 12:48 - Repricing Stocks to Oil 15:09 - Software Stocks' Catalyst 17:04 - Nvidia Bond Offering & Need for High Quality 19:14 - Momentum Markets in Space Stocks 23:11 - Time to take Profits in Space-X? 26:52 - The Fed's 2% Target 28:44 - WWWD - What Will Warsh Do? 30:19 - Total Bond Funds - Not a great place to be 32:29 - Bonds in a Roth IRA? 34:30 - Shifting Portfolio Allocations 37:36 - Make Sure Allocation Represents Three Things: 40:57 - Why the 60/40 Allocation is Best 45:39 - Is Private Credit Still "a Problem"? 47:05 - Annuities in 401k's? 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/ZBK984RQuvk ------- Watch today's "Before the Bell" feature, "Oil's Next Move Matters," here: https://youtu.be/EkUK7BwDUC4 ------- Watch our previous show, "SpaceX Mania: What Happens After the Hype?" https://youtube.com/live/Xr1Ut115-xA ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- 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/ #OilPrices #CrudeOil #StockMarket #Inflation #Investing #FederalReserve #EconomicOutlook #WealthManagement