# 4-22-26 Q&A Wednesday - Ask Us Anything Page: https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-22-26-q-a-wednesday-ask-us-anything Text version: https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-22-26-q-a-wednesday-ask-us-anything.md Podcast: [The Real Investment Show (Full Show)](https://stenobird.com/podcast/the-real-investment-show-full-show-1123656) Published: 2026-04-22T18:41:44+00:00 Episode link: https://soundcloud.com/user-949311744/4-22-26-q-a-wednesday-ask-us Audio file: https://feeds.soundcloud.com/stream/2307332240-user-949311744-4-22-26-q-a-wednesday-ask-us.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-22-26-q-a-wednesday-ask-us-anything Duration seconds: 2482 ## Resource It’s Q&A Wednesday, and we’re tackling the questions that matter most right now—markets at all-time highs despite geopolitical tension, whether this rally can hold, and where investors should be positioned if volatility returns. Lance Roberts & Danny Ratliff also dive into real-world portfolio decisions: how to think about inflation hedges like I-Bonds and TIPS, strategies around QLACs and RMDs, tax considerations in ETFs, and where to park cash in today’s environment. Along the way, we break down emerging risks and opportunities, from private credit exposure and national debt concerns to IPO dynamics and structural market changes. If you’re trying to make sense of a market that seems disconnected from headlines while still planning for long-term outcomes, this episode connects the dots. Key topics include: 0:00 - INTRO 0:58 - Kevin Warsh & Iran Blockade 5:03 - Can Markets' Rally Be Maintained? 9:45 - I-Bonds & Tips 12:45 - QLAC's & RMD's 15:30 - What Would You Have Done Differently in Last Downturn? 17:35 - What Tax Benefits are Provided with SPYI ETF? 18:49 - NASDAQ-100 Fast Entry Rule Change 20:22 - Private Investment IPO's 22:05 - When Markets Pull Back, to what sectors will money rotate? 23:34 - What is the Private Credit Risk to Insurance Companies? 25:25 - What is the future impact of the National Debt? 28:40 - Space-X IPO 29:35 - Auto-callable Growth ETF's 36:01 - What Vehicles are Used for Cash Positions? 38:14 - Why is S&P at All-time Highs w Hormuz Strait Still Closed? ------- 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/yFe9x3vjJn0 ------- REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-22-26-q-a-wednesday-ask-us-anything/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-22-26-q-a-wednesday-ask-us-anything.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.