Category Archive: 9a.) Real Investment Advice

In this Short video, I cover the $DXY breakout from a long base, the EUR weakening outlook, and why $EURUSD could revert toward 1.12 over the next 18 months. I also touch on labor market strain hinting at a stealth recession, collapsing market breadth, and what these signals mean as we enter the seasonally strongest six months of the year $SPY $QQQ — everything you need in one visual macro update. Catch me daily on The Real Investment Show:...

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Tom Allen, our Senior Benefits Consultant, and Tom Pohlan, the Regional Director with Retirement Plan Consultants, explore how small business owners can create effective retirement plans that benefit both employees and owners. Starting with Simon Sinek’s “Start with Why” framework, we’ll discuss why offering a retirement plan isn’t just a perk—it’s a powerful financial strategy for growth, retention, and tax efficiency. 💡 Key topics covered:...

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Most investors have filled out a risk tolerance questionnaire—but does it really measure how you’ll behave when markets crash? Richard Rosso & Jonathan McCarty break down why traditional risk tolerance tools fail to predict investor behavior, how emotions override risk profiles, and why time horizons, liquidity needs, and cash flow matter far more than a few survey questions. Understand risk before markets remind you what it really feels...

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$MSTR turned debt into a massive #Bitcoin bet, becoming a leveraged proxy for $BTC. But leverage cuts both ways—especially for 2x ETFs like $MSTU or $MSTX that suffer from volatility decay, turning sharp drawdowns into long-term underperformance. In this short video, Vinay Gupta and I discuss how MicroStrategy’s debt-fueled Bitcoin strategy works, why leveraged ETFs on $MSTR are so dangerous, and what investors often miss about volatility decay...

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In this Short video, I cover $SPY / $QQQ breakout to new highs, $NVDA $5T surge and its potential trade-deal boost, the seasonality tailwind into year-end, and why overbought mega-cap growth may soon rotate into oversold low beta. I also touch on the strong earnings breadth, Fed rate-cut backdrop, and sentiment parallels to the late-’90s melt-up — everything you need in one visual market update. 🐦Follow me on X: https://x.com/LanceRoberts Catch...

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FOMO destroys more portfolios than bad stocks ever will. In this short video, I explain why timing the market never works—and how rebalancing and managing risk can keep you invested when markets get overbought. 📺Full episode: _bQP4 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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Taking profits sounds easy—until you try it with a smaller account. Lance Roberts & Jonathan Penn answer listeners' question about managing portfolios spread across myriad stocks, with allocations similar to the S&P 500. When positions are small, trimming into strength or reinvesting during market highs can feel nearly impossible. 0:19 - Profit Taking, Earnings, & FOMC Meeting Previews 4:48 - Market Bullishness Confirmed 10:05 -...

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Speculative bubbles don’t appear overnight – they evolve through cycles of greed, innovation, and leverage. In this Short video, I explain how the same cycle of easy money and speculation keeps repeating, just with new assets and fancier language each time. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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We’re living through one of the most dangerous eras in history — not because of war or politics alone, but because of the extraordinary convergence of economic, financial, and geopolitical risks. In this episode, we break down: * How record global debt, AI-driven speculation, and geopolitical instability are colliding. * Why the current market optimism masks systemic fragility. * What investors can learn from past cycles — from 1929 to 2008 — to...

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