Category Archive: 9a.) Real Investment Advice

AI’s growth is being fueled by massive hidden debt. In this short video, Lance Roberts & Michael Lebowitz discuss how companies like $META are using off-balance-sheet SPVs to fund AI infrastructure—creating risks that could echo the leverage traps of the late 1990s. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia’s own AI chips. It’s not the first time. Nvidia’s done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it’s round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz...

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$SPY / $QQQ are easing after a strong run since the April low, as more companies $META / $PLTR go unrewarded despite solid earnings, and investors await a potential Supreme Court ruling on tariffs. In this short video, I explain why this pullback looks like a normal pause before year-end strength and a possible Santa rally. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

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Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you’re not prepared. In this episode, we break down six smart financial moves to make before RMDs begin at age 73, so you can stay in control of your taxes, income, and investment strategy. Whether you’re approaching RMD age or helping a parent prepare, this episode gives you the tools to protect your wealth and avoid common...

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Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed’s impact on valuations, we dig into what’s really happening under the surface. #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

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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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