Category Archive: 9a.) Real Investment Advice

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

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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...

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11-14-25 Open Enrollment Traps to Avoid This Year Open Enrollment season is here—and it’s one of the most overlooked financial opportunities employees have all year. In this episode, we break down the biggest mistakes people make when reviewing their employer benefits and how to approach your plan as if you were a brand-new hire. Richard Rosso & Jonathan McCarty tackle the smart way to choose health insurance, whether young workers really...

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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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In this short video, I cover the end of the 43-day US government shutdown, renewed dip-buying from both retail and institutions, and #Bitcoin drawdown closely mirroring its February correction. I also touch on widening performance gaps among the top tech stocks — with rotation opportunities emerging from $AAPL and $AMZN into $META — all in one visual market update. 🐦Follow me on X: https://x.com/LanceRoberts Catch me daily on The Real...

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The scent of QE is back. With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s clear: the liquidity cycle is turning again. But the real question is why markets have become so dependent on the Fed in the first place. Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers,...

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Lance Roberts sits down with Garrett Baldwin to dissect how the financial system became structurally distorted — from the Fed’s collateral-driven era after 2008 to the unchecked rise of passive investing and liquidity engineering. Other key topics include: The illusion of value through asset-price debasement The 50-year mortgage folly and real housing affordability CATH ETFs and the birth of speculative flows How ETFs and repo markets reshaped...

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Soft jobs data and falling rents point to weaker inflation ahead, setting the stage for a potential Fed rate cut in December. In this short video, I explain why this slowdown may be exactly what the market needs to keep the rally alive. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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In this short video, I cover the return of risk appetite, falling rents signaling disinflation, and the $5–$7T AI data-center buildout. I also touch on $AAPL push into robotics and the massive power and funding needs driving the next tech super-cycle — everything you need in one visual market update. 🐦Follow me on X: https://x.com/LanceRoberts Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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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...

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In this short video, I cover the record $1.2T in U.S. buybacks, flat profit margins outside tech, and Europe’s lagging data capacity. I also touch on tightening liquidity, rising debt-fueled AI investment, and echoes of the 1990s boom that point to hidden risks beneath the surface — everything you need in one visual market update. 🐦Follow me on X: https://x.com/LanceRoberts Catch me daily on The Real Investment Show:...

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