Category Archive: 9a.) Real Investment Advice

AI stocks are finally facing reality after months of run-ups. Stocks like $PLTR and $META crushed earnings but aren’t being rewarded, as investors are finally questioning their sky-high valuations. In today’s video, I explain why the AI boom faces its first true test—and why managing risk now matters more than ever. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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In this episode, we explore how today’s investors are adapting to volatility, inflation, and complexity across markets. Lance Roberts & Jon Penn explore Structured Notes: These complex instruments promise tailored returns, but they come with tax pitfalls and credit risks investors must understand before buying. We’ll break down how structured notes work—and why they may belong inside an IRA rather than a taxable account. The Return of...

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Is Solana the next evolution of Bitcoin’s corporate playbook? Lance Roberts and DeFi Development Corp. CFA, Parket White, explore how digital assets like Solana, stablecoins, and tokenized treasuries are reshaping balance sheet strategy for companies and investors alike. 💡 From Bitcoin to Solana, learn how digital asset treasuries are changing the rules of modern finance. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO...

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Markets got addicted to the Fed. In this Short video, I explain how years of interventions created a Pavlovian market where traders take bigger risks, expecting the Fed to save them every time — the essence of moral hazard. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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Are today’s investors psychologically conditioned to buy every market dip—no matter the risk? Lance Roberts explores the “Investor Dilemma” through the lens of Pavlov’s classical conditioning, revealing how years of Fed interventions, liquidity injections, and momentum rallies have trained investors to respond to volatility like Pavlov’s dogs to a bell. #InvestorDilemma #BehavioralFinance #MarketPsychology #BuyTheDip #FinancialEducation

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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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