by Lance Roberts
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| Bonds are being ditched at the exact moment investors need them most. In this short video, Michael Lebowitz and I discuss why Treasuries $TLT remain the only true safety bucket and why replacing them with #Bitcoin $IBIT $BTCUSD or mega-cap tech $AAPL $AMZN $META $NFLX $NVDA $MSFT $GOOGL leaves portfolios exposed in a downturn. Please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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11-15-25 Why The Fed Is Easing Into Strength — And What It Means For Markets
2025-11-15
The Fed is preparing to cut rates just as an AI-driven boom accelerates.
In this short video, MIchael Lebowitz and I discuss why easing into strength is unusual, how it could stoke inflation, and what it means for the next phase of market growth.
📺Full episode: https://www.youtube.com/watch?v=-YZaHtreohI
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-2-25 Dollar Power, AI, & The New Financial Order
2025-11-14
In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what’s really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift.
If you’re looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch.
#BrentJohnson #USDollar #AIInvesting #GlobalMacro #FinancialMarkets
11-12-25 How to Spend Without Regret: Strategies for Enjoying Retirement
2025-11-12
Most retirement advice focuses on saving and not running out of money — but few talk about how to spend confidently once you’ve achieved financial independence.
Lance Roberts & Danny Ratliff show how to shift from saving mode to living mode without fear or guilt:
Why it’s okay to enjoy what you’ve earned
How to enjoy your wealth without overspending
The emotional side of leaving the “accumulation” mindset
Practical withdrawal and income strategies for peace of mind
0:00 – INTRO
0:19 – A Deluge of Data Coming
4:36 – Market Rotations and Maintaining Momentum
8:48 – Tariff Rebates & 50-Year Mortgages
15:43 – Spending in Retirement Without Regret
20:15 – What Will You Do in Retirement?
21:22 – Mrs. Roberts’ Wiffleball Tournament
24:15 – What Will You Do with Your Time & Money?
26:24 –
Forward Return And The Importance Of Math
2025-11-10
During strongly trending bull markets, investors often overlook the importance of math in predicting forward returns. Such is easy to do when the market just seemingly continues to rise without regard to fundamentals. The current environment is also heavily influenced by the impact of “passive indexing,” which has distorted market dynamics as well. However, none …
9/22/25 Stock Market Outlook: Bullish or Bearish?
2025-09-22
Are markets set to keep climbing, or are we staring down the next pullback? Lance Roberts breaks down the bullish vs. bearish case for stocks, exploring what could fuel the rally—and what risks could trip it up.
From the Federal Reserve’s latest moves, to earnings trends, market breadth, and money flows, we’ll cover the key factors driving sentiment. Whether you lean bullish or bearish, this analysis will help you understand the forces shaping today’s market.
📺 Subscribe for daily insights on markets, risk management, and smart investing strategies:
https://www.youtube.com/c/TheRealInvestmentShow
#StockMarketOutlook #BullishVsBearish #MarketVolatility #Investing2025 #FinancialMarkets
Markets: Bullish Vs Bearish Case
2025-09-22
Just recently, Scott Rubner of Citadel Securities wrote an excellent piece discussing the bull versus the bear case for the markets. You look at the markets today and see a tension between expectation and reality. On one hand, equities—especially tech and growth—are pushing to fresh highs. Optimism about rate cuts, AI and productivity gains, global …
9/17/25 Big Day: Fed Day
2025-09-17
It’s Fed Day – the most anticipated event for markets this month. The Federal Reserve’s rate decision and Jerome Powell’s press conference could shape the direction for stocks, bonds, and the economy heading into year-end.
Lance Roberts & Danny Ratliff break down:
• What the Fed is likely to announce today
• The impact on interest rates, inflation, and growth
• How markets ($SPY, $QQQ, bonds, gold) typically react to Fed decisions
• Why risk management matters as volatility rises around policy changes
Stay tuned for clear insights on how today’s FOMC meeting could set the tone for investors into Q4.
📌 Subscribe for more daily market commentary and investing insights: https://www.youtube.com/c/TheRealInvestmentShow
0:18 – The Great Asset ChaseSEG-1b: Market Movement Muted
3:13 – The
8-23-25 Savvy Social Security Planning
2025-07-22
Will Social Security be there for you when you’re ready to retire?
Richard Rosso and Jonathan Penn host our next Candid Coffee on Savvy Social Security Planning, Saturday, August 23rd…
When should you apply for Social Security—and how much should you expect to receive?
Register today for Savvy Social Security Planning, Saturday August 23, 2025 at this link:
https://streamyard.com/watch/pbx9RwqV8cjF
#SocialSecurity #SavvySocialSecurityPlanning #FInancialPlanning #CandidCoffee #Markets #Money #InvestmentAdvice
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