by Lance Roberts
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| 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 believe. 📈 Subscribe for more insights from Lance Roberts and the Real Investment Show: https://www.youtube.com/@RealInvestmentShow #GlobalEconomy #MarketReality #DanielLaCalle #SovereignDebtCrisis |
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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
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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 …
Homebuilders Are Pessimistic But Buffett Likes Them
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Is Conviction The Biggest Risk To The Stock Market?
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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. …
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
6-24-25 Is WW III Off the Table?
2025-06-24
Is the threat of World War III finally off the table?
Lance Roberts breaks down the latest developments in global conflict and what they mean for financial markets. From oil prices and defense stocks to safe-haven assets like gold and Treasuries, we’ll unpack how investors should think about geopolitical risk now. Are markets too complacent—or is the worst truly behind us? Is Apple dead? Lance addresses a YouTube Chatroom query with analysis of how Apple continues to do well, despite a paucity of innovation; why 420 ETF’s all own Apple; the evolution of the smartphone. Why you need Apple in your portfolio. What is the next narrative of the Summer? Is the Fed trapped (again)?
SEG-1: Markets & The End of WW3
SEG-2 Is Apple Dead (It’s not growing…)
SEG-3: Why You Need Apple in Your
6-16-25 Market Effects of Iran-Israel Conflict
2025-06-16
[NOTE: This is a "color-corrected" verson of our second show segment this morning, which unfortunately had audio issues.]
Lance Roberts breaks down the latest developments in the Iran-Israel conflict and what they mean for global markets: Be careful of headlines and re-allocating capital based on the "news of the day." By the time this show had aired, markets had already moved past the news of Israel’s pre-emptive attacks on Iran’s nuclear and military facilities. Meanwhile, Markets are still consolidating. Investors should not necessarily look for a better price, but for a better risk/reward opportunity.
RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today’s full video on YouTube:
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