by Lance Roberts
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| The economic acceleration story doesn’t hold up when you look at the data. In this Short video, Michael Green and I discuss why GDP trends look unchanged, earnings quality is weakening, small-cap profits are negative, and passive flows—not growth—are driving markets. 📺Full episode: -GazpbG0 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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12-27-29 The Fed Is Pricing Growth Without Jobs — And That’s the Risk
2025-12-27
Markets are pricing in strong growth and big earnings gains next year, but the labor and inflation data point to a slowing economy.
In this short video, Joseph Wang and I discuss why the Fed is relying on productivity rather than job growth to drive the economy—and why that assumption is the key risk to watch in 2026.
📺Full interview:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
11-14-25 Open Enrollment Traps to Avoid This Year
2025-11-14
11-14-25 Open Enrollment Traps to Avoid This Year
Open Enrollment season is here—and it’s one of the most overlooked financial opportunities employees have all year. In this episode, we break down the biggest mistakes people make when reviewing their employer benefits and how to approach your plan as if you were a brand-new hire.
Richard Rosso & Jonathan McCarty tackle the smart way to choose health insurance, whether young workers really need life insurance, and which “it’ll never happen to me” benefits can make or break your financial stability. We’ll also explore where employer benefits are heading in 2025—what companies are offering, what employees actually want, and how to make sure you’re getting the most value out of your compensation package.
Whether you’re picking between an
11-11-25 A Daily Dose Of Charts & Graphs
2025-11-11
In this short video, I cover the record $1.2T in U.S. buybacks, flat profit margins outside tech, and Europe’s lagging data capacity.
I also touch on tightening liquidity, rising debt-fueled AI investment, and echoes of the 1990s boom that point to hidden risks beneath the surface — everything you need in one visual market update.
🐦Follow me on X: https://x.com/LanceRoberts
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
9/19/25 Why Fighting The Data Is A Losing Trade
2025-09-19
Regardless of whether you believe CPI or jobs data reflects reality, markets trade on the official numbers.
In this short video, @AxelMerk & I discuss that even if employment or inflation numbers are flawed, what matters is how the Fed reacts, since liquidity and rate policy drive asset prices.
Watch the full episode here:
#CPIInflation #JobsReport #FederalReserve #MarketTrading #AxelMerk
Data Centers And The Power Grid: A Path To Debt Relief?
2025-09-19
Could data centers and the power grid be America’s next “renaissance?” With the U.S. national debt exceeding $37 trillion and interest payments surpassing defense spending, many articles have been written about the “debt doomsday” event coming. Such was a point we made in “The Debt and Deficit Problem.” “In recent months, much debate has been …
Portable Data Centers
2025-07-29
Construction of AI data centers can take anywhere from six months to multiple years to complete. Accordingly, they can’t build data centers quickly enough to keep up with the demand. Accordingly, we will need new, innovative solutions to meet the demand. For example, a startup private company named Armada makes portable AI data centers for …
7-28-25 Big Tech Earnings
2025-07-28
Big Tech Earnings: Lance Roberts reviews what Apple, Google, and Microsoft Just Revealed, plus Market Reaction & Forecast on #TheRealInvestmentShow.
#BigTechEarnings #TechStocks2025 #EarningsSeason
#StockMarketNews #FAANG
7-23-25 Major Market Moves are Always Related to Credit or Forward Earnings Expectations
2025-07-23
The major market collapses of 1974, 1999, and 2008 were all similar in that they were caused by issues of credit or forward earnings expectations. If someone says markets are going to crash 50%, and it’s not because of credit or forward earnings expectations, it’s not a valid reason.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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