by Lance Roberts
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| For over a decade, the Fed’s endless liquidity has fueled moral hazard—pushing investors to buy every dip and keeping valuations inflated. In this short video, @michaellebowitz and I discuss why the real bubble isn’t AI—it’s the Fed’s never-ending backstop. 📺Full episode: https://www.youtube.com/watch?v=-YZaHtreohI Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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10-27-25 How Greed, Innovation & Leverage Create Every Market Bubble
2025-10-27
Speculative bubbles don’t appear overnight – they evolve through cycles of greed, innovation, and leverage.
In this Short video, I explain how the same cycle of easy money and speculation keeps repeating, just with new assets and fancier language each time.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Leveraged ETFs: Yet Another Sign Of Rampant Speculation
2025-10-22
Not only is the market chasing the most speculative of assets, but it is employing record amounts of leverage to do so. Traditionally, investors use margin loans to gain leverage. More recently, however, leveraged ETFs allow investors to get leverage in one package. To wit, the graph below, courtesy of BofA, shows that there are …
Pullback or Not? & Time to Trim Gold
2025-09-05
A weak jobs report has traders betting on a Fed rate cut – but don’t rule out a pullback in $SPY / $QQQ in September.
Gold $GLD, meanwhile, looks overbought – a good spot to take profits.
In this short video, I break it all down.
📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
#StockMarket #FedRateCut #SPY #QQQ #GoldInvesting #MarketOutlook
Bad Jobs Report = Good News For Markets?
2025-09-04
A weak jobs print with sharp negative revisions could become bullish fuel, lifting hopes of a 50 bps Fed rate cut.
In this short video, I break down why bad news might be good news for $SPY / $QQQ.
📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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Monthly Market Trends: Do They Matter?
2025-09-03
The graph below breaks down the monthly performance of the S&P 500 since 1928. As shown, September is the only month that has seen more negative monthly performances than positive ones. September’s record joins February as the only two months with a negative average, albeit February is only down 0.08%, versus the more significant 1.17% …
7-7-25 Understanding Tariff Impact on Consumer Spending
2025-07-07
Lance’s recent visit to a U.K liquor store reinforced his thesis that tariffs are unlikely to trigger much inflation, if any, because merchants will eat the cost to remain competitive.
Hosted by RIS Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Behind The Meter Solutions Investment Guide- Part 2
2025-07-02
Part 1 of this article (Fueling AI Data Centers: Behind The Meter Solutions) explained how data centers are leveraging the abundance and relative affordability of natural gas to fuel Behind the Meter (BTM) power generators. Part Two advances the discussion to investing in this promising innovation. This article looks past the data center operators and …
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