About this episode
SPAC's (Special Purpose Acquisition Companies) are making headlines again. Lance Roberts & Danny Ratliff break down why SPAC investing is back in 2025, what's driving the latest SPAC market trends, and what investors need to know before jumping in. Are these deals a golden opportunity or another speculative bubble? Earnings Season continues with Banks' reports and the effects of stock buy backs beginning to wane. Tuesday's CPI print had something for everyone; will PPI finally show effects of tariffs? We're preparing for 3-5% correction by mid-August or September. Will President Trump replace Jerome Powell at the Fed? What really matters is what markets wants: An independent Fed. Should the Fed be cutting rates now? (The Fed is always late.) Lance & Danny discuss who really pays tariff fees (producers); eating out and budget leakage. Wall Street will sellyou anything you want, even when you don't know what it is yet: SPAC's are back, along with a voracious appetite for risk. When investors are all-in, that sets up for correction. Danny describes new challenges to Roth Conversions under the Big Beautiful Bill...and impromptu revelation of grade school antics and interpersonal relationships...and commentary on speculative risk returning to the market. SEG-1: Bank Earnings Review, PPI Preview, and Contrarian Indicators SEG-2: Will Trump Replace Powell? SEG-3: SPAC's are Bank - Will St. Will Sell You What You Want SEG-4a: Roth Conversations Under the Big Beautiful Bill SEG-4b: If Lance Was a Bully SEG-4c: Speculative Risk Returns to the Market Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Turtle Trading" "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- The latest installment of our new feature, Before the Bell, "Bullish Sentiment is a Contrarian Indicator," is here: https://youtu.be/4k2AfV8moZ8 ------- Our previous show is here: "Two Dad's on Money," https://www.youtube.com/watch?v=Rm-FNuRdgB0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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/ #MarketRally #MarketRisk #BullishSentiment #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #SPACs #SPACInvesting #StockMarketTrends #InvestingNews #FinancialMarkets #InvestingAdvice #Money #Investing