Category Archive: 9a.) Real Investment Advice
10-8-25 Retail Inflows Hit An All-Time Record – The Top Is Near?
Retail investors just poured record amounts into the market, much of it fueled by margin debt. Liquidity and FOMO are driving prices higher.
In this short video, I explain why this kind of late-cycle euphoria often appears right before markets peak.
Full episode: _Iqu1g
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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10-8-25 Markets, Money & Mindset: Live Q&A with Lance Roberts
JJoin Lance Roberts for a live open Q&A on markets, money, and investing.
We’ll cover what’s on your mind—from market melt-ups and Fed policy to portfolio positioning and economic risks. No scripts, no fluff—just real talk and real answers about what’s moving markets and shaping investor behavior.
0:19 - Markets are Absorbing Money
4:14 - Profit Taking in Bitcoin
9:15 - YouTube Poll - The #1 Thing on Your Mind About Markets
10:09 - How Do You...
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OpenAI: Fueling Massive AI Stock Gains
As we led in yesterday's Commentary, AMD rose 25% on the news that OpenAI would purchase 10% of AMD. In exchange, OpenAI will become a significant customer of AMD. This symbiotic relationship is just one of many that OpenAI is forming with companies at the forefront of the AI revolution. The bullet points and graphic …
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Recession And Bonds: Navigating The Next Recession
It's odd to consider, but a recession could flip our bullish outlook on bonds to bearish. It's unusual because typically, inflation drops during a recession, leading to lower yields and higher bond prices. While we believe that if an economic downturn or recession occurs soon, the immediate effect on bonds will be favorable. However, the …
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10-13-25 Markets vs Reality: Daniel LaCalle on the Coming Global Reset
Are markets completely disconnected from economic reality?
In this in-depth conversation, Lance Roberts sits down with Daniel LaCalle, Chief Economist at Tressis and author of "Freedom or Equality," to discuss the illusion of wealth, the rise of sovereign debt bubbles, and why the next financial crisis may already be unfolding beneath the surface.
Key takeaway: Markets may look strong, but the foundations are far weaker than investors...
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10-7-25 Why Markets Don’t Compound Over Time
Most investors believe markets compound steadily, but they don’t.
Losses break the compounding path, and timing matters more than most realize.
In this Short video, I show why managing risk—not chasing returns—is what truly builds wealth over time.
Watch the full episode: https://www.youtube.com/live/Oo1Ny37IaEs?si=5vnlpbRLq_FaAHQL
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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10-7-25 7 Midlife Money Traps That Destroy Wealth
In your 30s, 40s, or 50s, life gets busy—and money decisions get complicated. Many professionals fall into the same midlife financial traps that quietly erode their future wealth. Lance Roberts & Jon Penn unpack seven common midlife money mistakes that can derail your long-term goals—from lifestyle creep and poor diversification to credit card debt and get-rich-quick schemes. Learn how to stay focused, protect your growing assets, and build...
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AMD Surges: Nvidia Competition Heats Up
Advanced Micro Devices (AMD) stock opened up by nearly 35% on Monday morning, following reports that OpenAI is acquiring a 10% stake in AMD. As part of the agreement, AMD will supply OpenAI with 6 gigawatts of AMD's Instinct GPUs.
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10-6-25 The Hidden Math Wall St. Doesn’t Tell You About Buy & Hold
Most investors think market drops are just “blips,” but the math tells a different story — a 50% decline cuts total dollar gains in half, not by a small “blip.”
In this short video, I explain why legendary investors like Warren Buffett & Paul Tudor Jones focus on limiting losses, not blindly holding — and why right now, protecting capital beats chasing the rally.
Full episode: https://www.youtube.com/live/Oo1Ny37IaEs?si=5vnlpbRLq_FaAHQL...
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10-6-25 Bear Market Losses: The Dangerous Illusion Investors Fall For
Investors often believe that when markets “recover,” their portfolios do too — but that’s a dangerous illusion. In this episode, Lance Roberts breaks down why percentage losses and gains are not symmetrical, and how a 50% loss requires a 100% gain just to break even.
We’ll discuss why bear market math destroys long-term returns, how emotional investors get trapped in the “illusion of recovery,” and why managing risk during drawdowns matters more...
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Bear Market Losses – A Dangerous Illusion
When bear market losses occur, headlines talk in percentages: “The market dropped 20 %.” Investors nod. A 20 % decline sounds manageable, historical, and expected. As Ben Carlson recently penned: "Bear markets have some symmetry to them, at least in the short-term. In the long term, bull markets versus bear markets are asymmetric. Things are not balanced. Look at …
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Corporate Prices Lead Consumer Prices
The following discussion is courtesy of Paul Mortimer Lee, as provided by Albert Edwards of Societe Generale. Paul makes an interesting case that PCE prices, the Fed’s primary gauge of inflation, are likely to decline. Supporting his view is a relatively wide and growing gap between the prices witnessed by the non-financial corporate business sector, …
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Bubble In AI: Echoes Of The Past, Lessons For The Present
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you'd like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
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10-3-25 Forget the Shutdown, Jobs Are Getting Weaker and Weaker
The real story isn’t the government shutdown. ADP just showed another 32,000 job losses, with prior months revised lower.
In this short video, @michaellebowitz and I discuss why the labor market is deteriorating even without the BLS report and what it means for $SPY / $QQQ.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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10-3-25 Protecting Your Family’s Future: Financial Basics You Cannot Ignore
Protecting your family starts with the right financial basics. Jon Penn & Jonathan McCarty break down the must-have estate planning tools, insurance coverage, and financial safeguards every household needs.
🔔 Subscribe for more practical strategies to protect your wealth, family, and future.
#FamilyProtection #EstatePlanning #FinancialBasics #MoneyTalk #WealthPlanning
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Eli Lilly And Its Competitors Pop On The Pfizer News
Eli Lilly and other US-based drug makers have led the market over the last few days. The reason appears to be Pfizer’s agreement with President Trump to sell its drugs through Medicaid at cheaper prices. It's not just Pfizer; Eli Lilly is reportedly in active discussions with the administration to participate in a similar deal. …
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Promised Recession…So Where Is It?
Over the past three years, the economic conversation has been a "promised recession." If you read the headlines, tracked economist surveys, or even listened to Wall Street strategists, you would have assumed a downturn was imminent. Many investors, bloggers, and YouTubers have had a "parade of horribles" promising a recession is just on the horizon.The logic was …
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10/2/25 Valuations Don’t Matter… Until They Do
Markets are trading at near all-time record valuations with little fundamental support.
Momentum is currently driving prices across all asset classes, but when earnings reality fails to match lofty expectations, valuations start to matter. And that’s when the music stops.
In this short video, I show why history warns against ignoring valuations and what it means for risk and returns ahead.
Full episode:
Catch me daily on The Real...
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10-2-25 Who Needs the BLS:? Shutdown Silences Jobs Report
The government shutdown has silenced the Bureau of Labor Statistics, leaving investors without the monthly jobs report. But does Wall Street really need the BLS to keep moving?
Lance Roberts & Michael Lebowitz explore what happens when government labor data goes missing, how traders adapt, and what alternative indicators might offer clues about the state of the economy. Lance and Mike also examine valuation metrics in the markets, and discuss...
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A Dollar Reversal Could Halt The Gold Bull
In Monday’s Commentary, we alerted readers that the dollar could be setting up for a reversal higher. Furthermore, we noted that if such a turn comes to fruition, some investors may encounter surprises. To wit: As such, investors should examine their portfolios for risks that have developed with the reversal of the previously overbought dollar, to …
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