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No one has fought harder to re-open the border between the U.S. and Mexico to cattle and horses than Miguel Guerrero, and no one has more skin in this waiting game that's hit the roping and rodeo industry hard. Our wide-open conversation covers a lot of important ground, including breaking news on New World Screwworm sightings in Texas. Send us Fan MailSend your thoughts and feedback to nospinfeedback@gmail.com or text 817-668-2395
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
We meet the hosts of HRN's new show, No Spin Rodeo, Tommy Joe and Kendra! DeAnn from Horse Nation learned that she is not supergirl. Plus, ride along with the legendary 534-mile endurance race in This Day in Equine History, hear more of Jamie's horse stories, and get caught up on some mighty weird news. Tune in!HORSES IN THE MORNING Episode 3964 – Show Notes and Links:Hosts: Jamie Jennings of Flyover Farm & Glenn the GeekJamie and Glenn's Amazon StoreTitle Sponsor: Chewy Equine and Endure Gold Killer Fly & Mosquito ControlPicture Credit: No Spin Rodeo and Rod and FridayGuest: Tommy Joe and Kendra from No Spin RodeoGuest: DeAnn from Horse NationSpalding Labs Fly Predators Coupon: HRN10 for 10% off your first order.Additional support for this podcast provided by: , Equine Network and Listeners Like YouTimestamps:01:23 - Dover fake sale scam warning03:33 - Auditor birthdays & new auditors05:46 - Friday the horse comes home19:28 - Introducing No Spin Rodeo26:12 - Rodeo growth & Yellowstone effect32:43 - Tech, data & instant replay in rodeo35:18 - Deann's mounted shooting crash story57:21 - Weird News segment
We meet the hosts of HRN's new show, No Spin Rodeo, Tommy Joe and Kendra! DeAnn from Horse Nation learned that she is not supergirl. Plus, ride along with the legendary 534-mile endurance race in This Day in Equine History, hear more of Jamie's horse stories, and get caught up on some mighty weird news. Tune in!HORSES IN THE MORNING Episode 3964 – Show Notes and Links:Hosts: Jamie Jennings of Flyover Farm & Glenn the GeekJamie and Glenn's Amazon StoreTitle Sponsor: Chewy Equine and Endure Gold Killer Fly & Mosquito ControlPicture Credit: No Spin Rodeo and Rod and FridayGuest: Tommy Joe and Kendra from No Spin RodeoGuest: DeAnn from Horse NationSpalding Labs Fly Predators Coupon: HRN10 for 10% off your first order.Additional support for this podcast provided by: , Equine Network and Listeners Like YouTimestamps:01:23 - Dover fake sale scam warning03:33 - Auditor birthdays & new auditors05:46 - Friday the horse comes home19:28 - Introducing No Spin Rodeo26:12 - Rodeo growth & Yellowstone effect32:43 - Tech, data & instant replay in rodeo35:18 - Deann's mounted shooting crash story57:21 - Weird News segment
The three-time champ of the world and freshly crowned team roping titlist at The American is seeing life through a whole new set of eyes. He's hinted at it. Here's the whole story. Send us Fan MailSend your thoughts and feedback to nospinfeedback@gmail.com or text 817-668-2395
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Inflation pressures may be heating up again, and markets are beginning to notice. Rising prices can have major consequences for stocks, bonds, interest rates, and Federal Reserve policy. Lance Roberts & Michael Lebowitz discuss why persistent inflation is dangerous for both investors and the economy, how rising yields pressure bond prices, and why higher rates can challenge stock valuations — especially in high-growth and technology sectors. We also examine whether the recent market rally is underestimating the risk of another inflation wave. Here's a topical rundown of today's show: 0:00 - INTRO 1:04 - Gamma Squeeze & Markets' 7-week Run 5:16 - Market Sectors vs Market Factors 13:34 - Rotations from Semi's to SAAS's? 15:57 - Market Rotations Back to Value? 17:50 - Charting Relative Scores of Market Factors 19:42 - Why Dispersion Matters 20:54 - CPI & Inflation Data - What Does it Tell Us? 23:41 - Gasoline Prices & CPI Calculations 26:58 - Chart Crimes and "Lower" Inflation 29:28 - CPI Today vs 1970's (more chart crime) 31:06 - What Kevin Warsh is Walking Into 33:35 - The Fed's Trap and Consumption Destruction 38:02 - Earnings Revisions Coming from Narrowed Breadth 38:53 - Commentary - Government Spending Impact on Inflation 45:35 - Debt to GDP Ratio - Explain Japan Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Government Debt: Not What The Doom Crowd Thinks It Is:" https://realinvestmentadvice.com/resources/blog/government-debt-not-what-the-doom-crowd-thinks-it-is/ ------- 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/UOSeQNOhcwI ------- Watch today's "Before the Bell" feature, "Momentum Mania Meets Market Rotation," here: https://youtu.be/bNIRIssbDP8 ------- Watch our previous show, "Q & A Wednesday: Real Answers. No Spin." https://youtube.com/live/vMLyZ9wZbH8 ------- * REGISTER for our next Candid Coffee, THIS Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- 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 #MomentumStocks #Semiconductors #ValueInvesting #MarketRotation #Inflation #Bonds #InterestRates #FederalReserve
Inflation pressures may be heating up again, and markets are beginning to notice. Rising prices can have major consequences for stocks, bonds, interest rates, and Federal Reserve policy. Lance Roberts & Michael Lebowitz discuss why persistent inflation is dangerous for both investors and the economy, how rising yields pressure bond prices, and why higher rates can challenge stock valuations — especially in high-growth and technology sectors. We also examine whether the recent market rally is underestimating the risk of another inflation wave. Here's a topical rundown of today's show: 0:00 - INTRO 1:04 - Gamma Squeeze & Markets' 7-week Run 5:16 - Market Sectors vs Market Factors 13:34 - Rotations from Semi's to SAAS's? 15:57 - Market Rotations Back to Value? 17:50 - Charting Relative Scores of Market Factors 19:42 - Why Dispersion Matters 20:54 - CPI & Inflation Data - What Does it Tell Us? 23:41 - Gasoline Prices & CPI Calculations 26:58 - Chart Crimes and "Lower" Inflation 29:28 - CPI Today vs 1970's (more chart crime) 31:06 - What Kevin Warsh is Walking Into 33:35 - The Fed's Trap and Consumption Destruction 38:02 - Earnings Revisions Coming from Narrowed Breadth 38:53 - Commentary - Government Spending Impact on Inflation 45:35 - Debt to GDP Ratio - Explain Japan Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Government Debt: Not What The Doom Crowd Thinks It Is:" https://realinvestmentadvice.com/resources/blog/government-debt-not-what-the-doom-crowd-thinks-it-is/ ------- 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/UOSeQNOhcwI ------- Watch today's "Before the Bell" feature, "Momentum Mania Meets Market Rotation," here: https://youtu.be/bNIRIssbDP8 ------- Watch our previous show, "Q & A Wednesday: Real Answers. No Spin." https://youtube.com/live/vMLyZ9wZbH8 ------- * REGISTER for our next Candid Coffee, THIS Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- 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 #MomentumStocks #Semiconductors #ValueInvesting #MarketRotation #Inflation #Bonds #InterestRates #FederalReserve
Q&A Wednesday is back. Markets are pushing record highs while oil prices surge on renewed Iran and Strait of Hormuz tensions, inflation concerns remain elevated, and the AI trade continues to dominate Wall Street headlines. Investors are also watching the Fed, tariffs, interest rates, retirement risks, taxes, and portfolio positioning as volatility quietly builds beneath the surface. Lance Roberts and Danny Ratliff answer your questions, live, with straightforward analysis and no spin. Bring your questions about markets, retirement planning, portfolio management, taxes, risk, the economy, or whatever is on your mind. Questions we answered on today's show include: 0:00 - INTRO 0:56 - CPI Checks In Higher Than Expected 5:02 - Duration and Velocity of Bullish Stampede 9:47 - Birthday Fishing Present 14:44 - Berkshire Hathaway Exposure to AI 17:30 - Investing Like Warren Buffett 19:12 - Why Aren't Swap Lines "Printing Money Out of Thin Air"? 22:03 - CPI Revisions 25:17 - Deflation in Rents 26:03 - GDP, Inflation, & Yields 27:00 - Hold Long-Dated Bonds or Sell? 28:04 - Are REIT's Over Extended? 29:41 - Should You Average into the S&P? 30:52 - Why is Stock-picking/Diversification So Hard Now? 32:30 - Stock Market Regimes & Asset Allocation 34:41 - CPI Data vs Fixed Income Allocations 41:06 - Church vs Casino Investing 42:03 - Long Term Investor: What's Your Personality? 46:37 - RSP vs SPY in Current Market Condition? 50:44 - What's a Good ETF for a Younger Person to Invest In? 52:34 - Space-X IPO Effects on Markets & Indexes Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1)" https://realinvestmentadvice.com/resources/blog/commodity-supercycle-the-enemy-of-the-bull-thesis-part-1/ "Earnings Estimate Revisions Are Very Optimistic" https://realinvestmentadvice.com/resources/blog/earnings-estimate-revisions-are-very-optimistic/ "Parabolic Semiconductor Rally Is Pricing In 2028 Already" https://realinvestmentadvice.com/resources/blog/parabolic-semiconductor-rally-is-pricing-in-2028-already/ ------- 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/vMLyZ9wZbH8 ------- Watch today's "Before the Bell" feature, "Buying Stampede: Good News & Bad News." here: https://youtu.be/hDeUW-rmwC4 ------- Watch our previous show, "Five Questions for Smarter Money Decisions" https://youtu.be/rZ1lej68NvE ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- 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 #SP500 #Investing #MarketCorrection #BullMarket #QandAWednesday #StockMarket #RetirementPlanning #Investing #AskUsAnything
Q&A Wednesday is back. Markets are pushing record highs while oil prices surge on renewed Iran and Strait of Hormuz tensions, inflation concerns remain elevated, and the AI trade continues to dominate Wall Street headlines. Investors are also watching the Fed, tariffs, interest rates, retirement risks, taxes, and portfolio positioning as volatility quietly builds beneath the surface. Lance Roberts and Danny Ratliff answer your questions, live, with straightforward analysis and no spin. Bring your questions about markets, retirement planning, portfolio management, taxes, risk, the economy, or whatever is on your mind. Questions we answered on today's show include: 0:00 - INTRO 0:56 - CPI Checks In Higher Than Expected 5:02 - Duration and Velocity of Bullish Stampede 9:47 - Birthday Fishing Present 14:44 - Berkshire Hathaway Exposure to AI 17:30 - Investing Like Warren Buffett 19:12 - Why Aren't Swap Lines "Printing Money Out of Thin Air"? 22:03 - CPI Revisions 25:17 - Deflation in Rents 26:03 - GDP, Inflation, & Yields 27:00 - Hold Long-Dated Bonds or Sell? 28:04 - Are REIT's Over Extended? 29:41 - Should You Average into the S&P? 30:52 - Why is Stock-picking/Diversification So Hard Now? 32:30 - Stock Market Regimes & Asset Allocation 34:41 - CPI Data vs Fixed Income Allocations 41:06 - Church vs Casino Investing 42:03 - Long Term Investor: What's Your Personality? 46:37 - RSP vs SPY in Current Market Condition? 50:44 - What's a Good ETF for a Younger Person to Invest In? 52:34 - Space-X IPO Effects on Markets & Indexes Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1)" https://realinvestmentadvice.com/resources/blog/commodity-supercycle-the-enemy-of-the-bull-thesis-part-1/ "Earnings Estimate Revisions Are Very Optimistic" https://realinvestmentadvice.com/resources/blog/earnings-estimate-revisions-are-very-optimistic/ "Parabolic Semiconductor Rally Is Pricing In 2028 Already" https://realinvestmentadvice.com/resources/blog/parabolic-semiconductor-rally-is-pricing-in-2028-already/ ------- 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/vMLyZ9wZbH8 ------- Watch today's "Before the Bell" feature, "Buying Stampede: Good News & Bad News." here: https://youtu.be/hDeUW-rmwC4 ------- Watch our previous show, "Five Questions for Smarter Money Decisions" https://youtu.be/rZ1lej68NvE ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- 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 #SP500 #Investing #MarketCorrection #BullMarket #QandAWednesday #StockMarket #RetirementPlanning #Investing #AskUsAnything
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News Talking Point Memos and guest interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Highlights from BillOReilly.com's No Spin News. Watch the No Spin News weeknights - become a BillOReilly.com Premium Member to watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Truckers are sold to 24/7 — by brokers, shippers, insurance companies, fuel programs, tech apps, dispatchers, and every “solution” in the industry.But here's the truth most won't say out loud: small carriers aren't failing because they don't know how to drive… they're failing because they're misinformed, misled, or marketed to in ways that have nothing to do with reality.In this episode of The Long Haul, Adam sits down with John Landrum, an 8-year logistics strategist and marketing leader whose work has centered around understanding how carriers think, decide, and survive in a world full of noise.This isn't about factoring.This isn't about products.This is about how the industry shapes the narrative, what truckers get wrong, what companies get wrong, and what it actually takes to cut through bad information in 2025.If you're tired of being sold to and ready to actually understand the influence game behind this industry — this is your episode. Follow The Long Haul Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Highlights from BillOReilly.com's No Spin News. Watch the No Spin News weeknights - become a BillOReilly.com Premium Member to watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
NFL legend and Hall of Famer Joe Namath joins Bill for a special edition of the No Spin News just days before the Super Bowl. Don't miss this one-on-one conversation as "Broadway" Joe talks about the toll the game takes, his career, and the current NFL superstars. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Highlights from BillOReilly.com's No Spin News. Watch the No Spin News weeknights - become a BillOReilly.com Premium Member to watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Highlights from BillOReilly.com's No Spin News. Watch the No Spin News weeknights - become a BillOReilly.com Premium Member to watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this special edition of the No Spin News. This episode is a compilation of Bill's opening monologues from this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to this week's No Spin News interviews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Highlights from BillOReilly.com's No Spin News. Watch the No Spin News weeknights - become a BillOReilly.com Premium Member to watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bill has interviewed some of the elite players in politics and media this year, including Gordon Sondland, Tom Suozzi, James Comer, Tom Homan, Stephen A. Smith, Mike Pompeo, Dan Abrams, and Senator Ron Johnson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
A look at Bill's 2025 predictions. Learn more about your ad choices. Visit megaphone.fm/adchoices
The after effects of Joe Biden's administration. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this No Spin News Special, Bill O'Reilly weighs in on Zohran Mamdani and what his rise could mean for New York politics. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bill O'Reilly sits down with Joe Piscopo, Stephen A. Smith, and Bo Dietl for a candid discussion on current events, politics, and issues affecting the Tri-State area. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this No Spin News Special, Bill O'Reilly takes you through the highlights of his China trip. Learn more about your ad choices. Visit megaphone.fm/adchoices
Earlier this year, Bill had a show at the Kennedy Center, where he was joined by Chris Cuomo, Stephen A. Smith, Tom Homan, Senator John Fetterman (D-PA), and more to analyze the future of America. Learn more about your ad choices. Visit megaphone.fm/adchoices