Category Archive: 9a.) Real Investment Advice
2026 Economic Summit Recap: Where Investing, AI, and Digital Assets Converged
The 2026 Economic Summit brought together forward-thinking investors, advisors, and industry leaders for two days of timely insights, candid conversations, and actionable takeaways on the future of money, markets, and technology. A Strong Start: VIP Pre-Event Mixer The event kicked off on Friday evening, January 16, with an intimate VIP Pre-Event Mixer. Attendees from all …
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AI Bubble: History Says Caution Is Warranted
Larry Fink, CEO of BlackRock, recently declared: “I do not believe there’s an AI bubble by any imagination.” We agree and disagree. We believe AI is a technological game-changer on par with the invention of the computer and the internet. AI technology is not a bubble and will prove incredibly valuable and productive. However, it's …
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1-27-26 Fed Week Meets Mega-Cap Earnings: Volatility Incoming
This week’s Fed meeting and mega-cap earnings window could set the tone for markets in the weeks ahead.
In this short video, Lance Roberts breaks down why Powell’s guidance matters more than the rate decision and how recent pullbacks in $AAPL, $MSFT, $META, and $AMZN may offer tactical trading opportunities.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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1-27-26 Work Sucks…Or Does It?
Lance Roberts & Jonathan Penn take a hard look at how Millennials and Gen Z view work, career stability, and success in a rapidly changing economy. From corporate burnout and hustle culture to freelancing, side hustles, and remote work, the rules around employment are shifting fast.
0:00 - INTRO
0:20 - Baylor Hockey & Headphone Parties
3:28 - Fed Week preview
6:57 - Markets' Rally & Earnings Preview
12:55 - The Evolution of Work
15:48...
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Do Sentiment Trends Boost Reflation Odds
On Monday, we discussed how the Truflation inflation gauge points to a sudden price decline, which clouds the reflation outlook. Today, we share recent consumer sentiment readings that counter the disinflation story and support the reflation narrative. On Friday, the University of Michigan reported that its consumer sentiment index improved in January to a five-month …
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1-26-26 Is Bitcoin Entering a New Regime or Just Another Cycle?$IBIT $BTCUSD
Bitcoin’s usual links to $QQQ, Fed policy, and the four-year cycle have broken down.
In this short video, Parker White and I discuss why key correlations have broken down and whether institutional buyers are changing the depth and shape of the next #Bitcoin bear market.
📺Full interview: https://www.youtube.com/watch?v=_6F1ITCnF0A
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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The Bullish And Bearish Case For 2026
The year ahead presents both a bullish and bearish case for investors. Will 2026 be another year of above-average returns, or will it be a year of disappointment? The bulls argue that the key ingredients for a sustained rally are in place. A powerful technology cycle, aggressive corporate spending, and supportive policy measures all point …
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The Reflation Narrative Stumbles Out Of The Gate
With a 4.4% increase in economic growth in the third quarter and expectations that it could be higher in the fourth quarter, the so-called reflation narrative appears primed to dash out of the gates in 2026 at its current strong pace. The problem with assuming the reflation narrative will hold in 2026 is that it … Continue reading...
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1-24-26 How Index Funds Inflate Stocks With No Profits
Index investing is inflating unprofitable stocks like $OKLO and breaking real price discovery.
In this short video, Michael Lebowitz and I discuss how passive ETF flows force money into “story” names, push prices higher without fundamentals, and why that risk can unwind fast.
📺Full episode: -GazpbG0
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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Investment Risk Is Underappreciated
🔎 At a Glance 🏛️ Market Brief - The "Greenland" Impact This week's markets were driven by headline risk, economic uncertainty, and the early innings of earnings season. With the markets closed last Monday for the Martin Luther King holiday, U.S. equities sold off sharply on Tuesday. President Trump’s tariff threats against key European allies, …
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1-23-26 The Hardest Part of Legacy Planning – Starting the Conversation
Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation.
Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution.
0:00 INTRO
0:19 - Punxsutawny Ted Cruz & Texas Winters...
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1-26-26 Bitcoin: Diversifier or Distraction – The Parker White Interview
Bitcoin and cryptocurrencies are once again at the center of investor debate—but for very different reasons than past cycles. Lance Roberts and special guest, DeFi Development Corp's COO, Parker White, examine what’s been happening beneath the surface of the crypto market, including the growing divide between older and younger Bitcoin cohorts and the increasing fractionalization of crypto ownership.
Is Bitcoin’s volatility evolving in a way that...
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1-23-26 Why Strong Growth Could Force the Fed to Pause or Even Hike
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
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The South Park Market Of 2026
I have been a "South Park" fan for as long as I can remember, and while the show isn't a market guidebook, its brutal satire cuts through nonsense better than many Wall Street commentaries. Just like on the show, characters make absurd decisions and face absurd consequences, which is familiar to investors today. For example, … Continue...
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Silver Math: Gold Warns Of Silver Correction
Over the last few months, we have questioned the dollar debasement narrative. However, in this commentary, we suspend our views and assume that debasement is real and, further, that it fully explains why gold and silver are rising rapidly. The goal of this exercise is to use gold returns and math to find a fair … Continue...
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1-22-26 Stop Letting Headlines Blow Up Your Portfolio
Headlines don’t move markets—real buying and selling do.
In this short video, Lance Roberts & Michael Lebowitz I discuss why media narratives are often just after-the-fact explanations that ignore actual facts, like strong Treasury auctions and foreign buying, and why focusing on market structure and demand matters more than reacting to the news.
📺Full episode:
Catch me daily on The Real Investment Show:...
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1-22-26 What Kevin Warsh Brings to the Fed
Betting markets are increasingly pointing to Kevin Warsh as a potential successor to Jerome Powell, with Kevin Hassett expected to remain in his White House role under Donald Trump. Which begs the question: What would a Warsh-led Federal Reserve actually bring to markets?
Lance Roberts & Michael Lebowitz explore the possibilities of a Warsh Fed: Would such likely be more tolerant of volatility, rely less on emergency interventions, and place...
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Akademiker Pension Serves The US A Warning
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.
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What Does Kevin Warsh Bring To The Fed?
It appears that President Trump wants Kevin Hassett to remain in his role at the White House. With the supposed frontrunner to replace Powell out of the running, the nomination now seems open to Kevin Warsh. As the graph below shows, Polymarket bettors are assigning 60% odds that Kevin Warsh will be nominated.
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Fibonacci In Mona Lisa And Markets
Did you know there is a kind of technical analysis that shares structural similarities with hurricanes, nautilus shells, sunflowers, music, and human dimensions? These examples, along with countless others, follow proportions related to the sequence of numbers: 0, 1, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89...
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