by Lance Roberts
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| It’s Q&A Wednesday—you bring the questions, we bring the answers. Lance Roberts & Danny Ratliff tackle what’s on your mind right now: market volatility, Fed policy, inflation and rates, earnings, portfolio risk management, and what to do (and not do) when headlines get loud. Lance & Danny break down the why behind the market’s moves, translate the macro data into what it means for portfolios, and walk through practical, process-driven decisions—rebalance, manage risk, avoid chasing performance, and keep expectations realistic. #QandAWednesday #StockMarketOutlook #FederalReserve #PortfolioManagement #RetirementPlanning |
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Akademiker Pension Serves The US A Warning
2026-01-22
A Danish pension fund, Akademiker Pension, which manages roughly $25 billion in retirement assets for teachers, announced that it plans to sell all of its U.S. Treasury holdings by the end of January.
1-20-26 Is a House Still a Good Investment in 2026?
2026-01-20
Is buying a house still a good investment—or has the market pulled too much future return forward? Lance Roberts & Jonathan Penn break down the housing investment debate through a time-horizon lens, comparing housing to stocks, examining historical “win rates,” and explaining why transaction costs, leverage, and holding period matter far more in real estate than most buyers realize.
0:00 INTRO
0:19 – Moving into the Heart of Earnings Season
5:36 – Markets’ Price Consolidation Breaks to the Downside
9:51 – Lance & Jonathan’s Weekend Recap
11:36 – Collegiate Investors – Be Careful of Risk
16:35 – Don’t Invest Your Student Loan Money!
18:40 – Buying a House for Rental or Residence?
21:13 – It’s Always Something
23:32 – Housing – Net Worth or Liability?
26:34 – Fitting a House into a
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