by Lance Roberts
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| Can we classify Silver as a microbubble? Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles. #SilverMarket #PreciousMetals #MarketBubbles #InvestorRisk #MacroInvesting |
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What Inflation Alarmists Missed In Their Warnings
2025-12-19
Over the last couple of years, inflation alarmists such as Paul Tudor Jones, James Grant, and Jeff Gundlach have all said that inflation is returning with force. In different ways, they each stated that they would not own Treasury bonds due to the expectation that inflation would rise as the dollar declined due to the …
Does AI Capex Spending Lead To Positive Outcomes?
2025-12-12
As someone who views corporate finance through a pragmatic lens, I’ve been closely watching the current surge in capital expenditures (capex) tied to artificial intelligence (AI). The question I’m addressing here is this: when a company spends massive amounts of free cash flow and takes on increasing debt, in this case for AI CapEx, does …
Money Supply Growth: A Thesis With A Fatal Flaw
2025-10-24
Recently, MarketWatch ran a provocative headline: “When the world’s largest asset manager and the Bond King both agree: Run to gold, silver, and bitcoin.” The article highlighted how Larry Fink’s BlackRock and Jeffrey Gundlach, often dubbed the “Bond King,” see deficits and “money printing” as reasons for investors to escape fiat currencies and pile into …
10-23-25 Dollar Debasement: Reality Or Dangerous Narrative?
2025-10-23
Gold’s rally has investors shouting “dollar debasement!” — but is the narrative real, or just a speculative illusion?
Lance Roberts & Michael Lebowitz break down the popular debasement argument and expose the facts behind the gold surge. From money supply trends to Fed policy and global confidence in the U.S. dollar, we separate the data from the hype.
0:19 – Stresses Emerging in Lower End of Economy
4:45 – The Oil Price Pop
6:35 -Good News – Bads News on Wall Street
10:38 -CPI Preview Despite Government Furlough
15:32 – Bond Market Expectations for Economic Growth
17:58 – The Challenge of Managing Money for the Future
20:11 – Wall Street is Selling 5x Leverage
24:47 – Liquidity is Showing Signs of Drying Up
26:42 – Debasement is Not a Room in Your House
29:42 – Where Does Money Come
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