by Lance Roberts
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| Markets aren’t breaking — they’re rotating. The smart move isn’t going all in or all out. Trim overbought sectors like energy $XLE, materials $XLB, and industrials $XLI, and gradually add to oversold areas with strong forward growth, such as software $XLK $IGV. If you’re up this year, don’t rush to cash out and risk chasing back in later. Stay allocated, rebalance, raise selective cash, and let process and risk management guide decisions instead of emotions. That’s how you navigate a rotational market without sabotaging yourself. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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1-23-26 Why Strong Growth Could Force the Fed to Pause or Even Hike
2026-01-23
Everyone expects strong economic growth, falling inflation, and endless Fed cuts.
In this short video, Lance Roberts & Michael Lebowitz discuss why that combo is far from guaranteed—and how a pause (or even hike) could hit valuations fast.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-11-25 Bifurcated Fed Cuts Rates: What’s Next?
2025-12-11
The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, three Fed governors dissented–an uncommon break in policy unity that raises new questions about inflation progress, economic risk, and the path of monetary policy into 2026.
Lance Roberts & Michael Lebowitz explain why the Fed cut now, what the dissent signals, and how a split vote may affect market volatility, yields, and expectations for future rate moves. We also look at how past dissent has aligned with turning points in policy cycles and what this could mean for portfolios as financial conditions continue to ease.
Use the chapter markers below to jump to any topic.
0:00 – INTRO
0:19 – The Fed Giveth, Oracle Taketh Away
6:53 –
The DPI Link To Margin Debt
2025-12-08
A recent article by Simon White, via Bloomberg, discussed the rising cost of margin debt for investors. While his analysis below compares the cost of debt to GDP, we will also consider a more critical comparison to disposable personal income (DPI). Here is Simon’s point. “Yet, where history does raise a red flag is if …
10-29-25 Bitcoin: Speculation, Blockchain, & the Future of Money
2025-10-22
Why has Bitcoin captured the attention of investors and innovators alike?
Lance Roberts & Vinay Gupta break down what makes Bitcoin unique — from its blockchain backbone to its role as currency, commodity, and speculative asset. We’ll explore how to think about Bitcoin in a diversified portfolio, what risks investors need to understand, and why blockchain may reshape how business is done in the future.
#BitcoinInvesting #BlockchainTechnology #FutureOfMoney #DigitalAssets #FinancialEducation
10-17-25 The Leverage Trap: Why The Next Selloff Could Be Brutal
2025-10-18
Leverage drives bull markets higher—but when sentiment shifts, it accelerates the fall.
In this Short video, I explain how margin debt above $1 trillion fuels gains today but can trigger a rapid, cascading selloff when the tide turns. $SPX $QQQ
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
8-23-25 Savvy Social Security Planning
2025-08-27
Will Social Security be there for you when you’re ready to retire?
Richard Rosso and Jonathan Penn host Candid Coffee on Savvy Social Security Planning, sharing the in’s and out’s of the Social Security system, answering questions like when you should apply for Social Security—and how much should you expect to receive?
INTRO/Genesis of Candid Coffee
4:30 Teaser questions
5:15 Claiming Options & Costly Decisions about Social Security
9:40 Understanding the Value of Social Security
12:50 Will Social Security Be There for You?
15:45 A Clearer Way to Think About Social Security
17:00 What If You Live?
18:30 The fallacy of taking Social Security early
20:54 What About the Impact on COLA
22:19 Show Me the Money – How Benefits are Calculated
26:53 When Should You Apply for Social Security?
Significant Rotations Hidden By Calm Markets
2025-08-22
The market seas are calm, but beneath the surface, there is some intense churning, or in market terminology, significant stock rotations. Over the last week, the Dow, S&P 500, and Nasdaq were relatively flat. Such gives the appearance of a low volatility, typical late August market with little going on. However, beneath the calm of …
8-20-25 John Tamny – Money is Ruthless
2025-08-20
Lance Roberts interviews John Tamny, author, economist, and editor of RealClearMarkets. Tamny’s provocative new book, Deficit Delusion, reframes how we think about debt and growth. He makes a bold case: Trump-style protectionism and fear-driven immigration policies are economically self-defeating—even for conservatives.
Trade is the greatest foreign policy mankind has ever devised, plus it’s great for workers as is any scenario that expands the division of labor.
$36.1 trillion Government Debt is not a crisis—it’s a sign of U.S. strength & investor confidence about the U.S.’s future, it’s not weakness.
1:55 – Will the Debt Spiral spark a financial crisis?
4:03 – What is the debt relative to economic growth?
5:18 – The Uber Analogy & Expectations of Debt
8:40 – What are we NOT doing
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