Category Archive: 9a.) Real Investment Advice

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...

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Next year may unfold as a tale of two markets: strength early fueled by liquidity and momentum, followed by potential weakness as valuations and credit risks emerge. In this short video, Lance Roberts explains why a balanced approach with defensives, cash, and flexibility is the smartest way to navigate 2026. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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It’s Fed Day, and today’s Live Q&A covers what investors should expect as markets position around the announcement, why volatility may pick up afterward, and how this week’s action shapes the potential for a Santa Claus Rally. We also discuss whether the Fed has stepped back from its inflation mandate, what that means for long bonds, and how Treasury supply-and-demand dynamics factor into portfolio risk. Lance Roberts & Danny Ratliff...

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Markets are dangerously overextended and priced for perfection going into 2026. In this short video, I explain why elevated valuations, mean reversion, and rising credit stress could make 2026 far riskier than investors expect. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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Debt can reshape a family, fracture relationships, and derail financial goals — especially when fraud or addiction is involved. Lance Roberts & Jonathan Penn address the importance of protecting your credit and financial future, and share four “good enough” financial moves to simplify money management without sacrificing results...strategies to cut through the noise and help you stay on track with less time, less stress, and fewer decisions....

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Despite all the loud, extreme narratives, the market outlook for next year is neither all-bull nor all-bear. In this short video, I outline the bull case for 2026, where rising liquidity, Fed cuts, and expanding consumer credit tilt the outlook toward a stronger 2026. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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Lance Roberts looks at both sides of the Market Cycle—the bullish liquidity-driven momentum and the bearish fundamental weaknesses. With support and resistance levels tightening around the S&P 500, and the Fed meeting, economic data, and major earnings directly ahead, investors must prepare for a market that could swing in either direction in 2026. 0:00 - INTRO 0:18 - Markets Set up for Santa Claus Rally 5:30 - Expect Sloppy Trading This Week...

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Fed rate cuts aren’t inherently bearish for the dollar $DXY. By supporting economic growth and boosting $SPY / $QQQ, they attract foreign capital that strengthens the currency. In this short video, MIchael Lebowitz and I discuss why easing supports growth, pulls in foreign capital, and ultimately contradicts the constant dollar-debasement narrative. 📺Full episode: -iyGgj0 Catch me daily on The Real Investment Show:...

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Markets are reacting to the rising odds of Kevin Hassett becoming the next Fed Chair. His pro-growth, lower-rate stance raises concerns that inflation might not get enough attention. In this short video, Michael Lebowitz & Lance Roberts discuss why investors worry about inflation being underweighted and why one chair’s vote still doesn’t decide Fed policy. 📺Full episode: -iyGgj0 Catch me daily on The Real Investment Show:...

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Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period: • Staying in a traditional IRA/401(k) and taking RMDs • A one-time Roth conversion • A gradual, multi-year conversion strategy RIA Advisors’ Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Rich also shares...

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Is the era of Fed groupthink finally coming to an end? For over a decade, the Federal Reserve has operated under a powerful consensus framework—one where dissent has been rare and the Chair’s view has dominated policy outcomes. But shifting politics, rising dissenting votes, and increasing disagreements among FOMC members may signal a new regime change at the Fed. Lance Roberts & Michael Lebowitz break down: 0:00 - INTRO 0:19 - ISM Report...

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