Is your portfolio full of DORKs? Jonathan Penn and Jonathan McCarty unpack the return of meme stock mania and four speculative favorites: DNUT (Krispy Kreme), OPEN (Opendoor), RKLB (Rocket Lab), and KSS (Kohl's). These retail-loved names are soaring again—but should you follow the hype or stay grounded? We'll discuss why these stocks are rallying, the behavioral finance behind retail speculation, and the portfolio risks in chasing "lottery ticket" trades. Jonathan & Jonathan also memorialize Ozzy Osborne and Hulk Hogan; how college-grads' first jobs' earnings are not as rosy as expected, and the valueof a trade education is looking up; it's time to start thinking about portfolio housekeeping and RMD's as year-end approaches. How to manage inherited IRA's & wealth transfers; beneficiaries & estate planning.
* NOTE: The Real Investment Show will be 100% digital starting Monday, August 4, 2025. Please be sure you're SUBSCRIBED here to catch each episode!
SEG-1: Investor Appetite for Speculation
SEG-2a: RIP, Ozzy & Hulk
SEG-2b: Portfolio Returns & Meme Stock to Avoid
SEG-2c: First Job Prospects for College Grads
SEG-3a: Wrestle Mania Memories
SEG-3b: College Education Expense ROI vs Trades & Apprenticeships
SEG-4a: Candid Coffee & Web Tease
SEG-4b: Portfolio Housekeeping & RMD's
Hosted by RIA Advisors Senior Financial Advisors Jonathan Penn, CFP, & Jonathan McCarty, CFA, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=w-TT_XaVhgI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"Japan Financing Seals The Deal And Toyota Jumps"
https://realinvestmentadvice.com/resources/blog/japan-financing-seals-the-deal-and-toyota-jumps/
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The latest installment of our new feature, Before the Bell, "What Will Be the Catalyst for Correction?" is here:
https://www.youtube.com/watch?v=T-N20Dd9DjU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "How AI is Driving the Market"
https://www.youtube.com/watch?v=zhqbFkLRaO0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=173s
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Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
https://streamyard.com/watch/pbx9RwqV8cjF
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Articles mentioned in this report:
"Japan Financing Seals The Deal And Toyota Jumps"
https://realinvestmentadvice.com/resources/blog/japan-financing-seals-the-deal-and-toyota-jumps/
"AI Is Powering Markets"
https://realinvestmentadvice.com/resources/blog/ai-is-powering-markets/
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https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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