by Lance Roberts
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| Most investors don’t realize how quickly a good plan can get derailed by one bad question: “What will your investments return this year?” Lance Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with “Can you beat Treasuries this year?” #FinancialPlanning #InvestingEducation #BehavioralFinance #RiskManagement #WealthProtection |
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2026 Economic Summit Recap: Where Investing, AI, and Digital Assets Converged
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12-12-25 QE or Not QE? That Is the Question
2025-12-12
The Fed can call it reserve management purchases, but the mechanics are the same: they are adding liquidity, expanding the balance sheet, and supporting financial markets.
In this short video, Michael Lebowitz and I discuss why the terminology matters less than the market impact.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-11-25 Bifurcated Fed Cuts Rates: What’s Next?
2025-12-11
The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, three Fed governors dissented–an uncommon break in policy unity that raises new questions about inflation progress, economic risk, and the path of monetary policy into 2026.
Lance Roberts & Michael Lebowitz explain why the Fed cut now, what the dissent signals, and how a split vote may affect market volatility, yields, and expectations for future rate moves. We also look at how past dissent has aligned with turning points in policy cycles and what this could mean for portfolios as financial conditions continue to ease.
Use the chapter markers below to jump to any topic.
0:00 – INTRO
0:19 – The Fed Giveth, Oracle Taketh Away
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Speculative Bull Runs And The Value Of A Bearish Tilt
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The recent market crack certainly woke up the more complacent bullish investors. Of course, the complacency was warranted, given the recent market surge, conversations about “TINA” (There Is No Alternative), and how “this time is different.” But that is what a speculative bull run looks and feels like. However, deep inside, you know there are …
Smart Money Loves Healthcare: But Are They Now Dumb?
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We have written a few Commentaries over the last year describing how retail, not institutional, investors are driving markets higher. To wit, there is ample evidence that with each market dip, retail investors are not selling, instead buying unrelentingly. In May, we wrote the following: Typically, institutional investors are right; however, over the last few …
T8-25-25 The Dangers of Margin Debt in Investing
2025-08-25
Buying stocks on margin debt may seem like a great idea when markets are on the rise; but when markets decline, it’s not up to you when margins are called.
RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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2025-08-25
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