10-8-25 Retail Inflows Hit An All-Time Record – The Top Is Near?
2025-10-08
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
Recession And Bonds: Navigating The Next Recession
2025-10-08
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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Homebuilders Are Pessimistic But Buffett Likes Them
2025-08-20
In Warren Buffett’s Berkshire Hathaway’s latest SEC disclosures, the company reported buying a nearly $1 billion stake in homebuilders Lennar (LEN) and D.R. Horton (DHI). The purchases signal anticipation of a housing market rebound, possibly piqued by the possibility of the Fed starting a rate-cutting regime. However, while Buffett appears confident of the new home …
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Is Conviction The Biggest Risk To The Stock Market?
2025-08-15
Edward Harrison of Bloomberg recently made the following important market observation: “buying stuff you don’t believe in creates downside risk.” Conviction is a measure of how much investors believe in their holdings. When conviction runs high, investors are often more willing to tolerate lower prices. In fact, some may add to their positions at lower prices. …
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8-13-25 Investing Without a Target is Like Throwing Darts in the Dark
2025-08-13
It’s often been said, "if you fail to plan, you plan to fail," and the same holds true for investing without a strategy in mind.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
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Read the article Lance mentions on our website, sign up for Lance’s newsletter:
https://realinvestmentadvice.com/newsletter/
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➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
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➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
https://streamyard.com/watch/pbx9RwqV8cjF
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➢ RIA SimpleVisor: Analysis,
8-11-25 Want an Economic Crisis? Slash Government Spending 50%
2025-08-11
Cutting government waste and excess spending sounds like a noble cause, but careful what you ask for.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
——-
Read the article Lance mentions on our website, sign up for Lance’s newsletter:
https://realinvestmentadvice.com/newsletter/
——-
➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
——-
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
——-
Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
https://streamyard.com/watch/pbx9RwqV8cjF
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➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and