8/21/25 Speculative Frenzy – Fading or Re-fueling?
2025-08-21
Markets are showing signs of a speculative frenzy once again—but is the fire burning out or just getting started?
Danny Ratliff & Michael Lebowitz break down the latest stock market speculation, shifts in investor sentiment 2025, and the risks of a potential market bubble forming. We’ll look at how speculative trading trends are driving prices higher, what this means for long-term investors, and where financial market volatility could take markets next.
If you’re looking to understand whether the rally is sustainable—or if risk is quietly building beneath the surface—this discussion will give you the insights you need to stay informed and positioned wisely.
0:19 – Retailers Are Seeing Diminished Consumer Spending
3:47 – What Sector Rotation is Telling Us
10:06 – Speculative Bull
Shadow Fed Chair: Good Idea?
2025-06-30
Donald Trump’s frustration with Chairman Powell increases by the day. Consequently, per The Wall Street Journal, expectations are that Trump will announce Powell’s successor sooner than typical. Powell’s term expires May 2026. If Trump goes through with an early nomination, this “shadow Fed Chair” would espose views on the economy and monetary policy until Powell’s retirement. Consequently, …
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6-26-25 The Fed’s Next Mistake
2025-06-26
Is the Fed setting the stage for another policy blunder?
As inflation pressures linger and economic growth slows, Lance Roberts & Michael Lebowitz break down the risks of the central bank’s next move—and what it could mean for your money on this morning’s episode of #TheRealInvestmentShow. The Market Rally is ON, yet oil prices are telling a different story about the economy. President Trump could be picking a successor to Fed Chairman Jerome Powell sooner than later. Lance and Michael expose the Fed’s political "independance," and it’s proclivity for financial socialism. The Fed is always late…and always wrong. The true role of the Fed is to protect its member banks. Jerome Powell doesn’t mind being late. The ill-fated push to lower bank’s minimum reserve requirements. Again. (Did we
6-23-25 Investing Tactically, Not Emotionally
2025-06-23
Lance Roberts shares the process of logical evaluation and portfolio risk management when markets experience turmoil: What matters most to investors? What do these attacks mean for earnings?
How might geopolitics affect EOQ activity?
Comparing the Japanese Carry Trade blow up vs the most recent Iran Bombings: There is not the same sense of urgency this time; markets have already moved-on.
How will the Israel-Iran conflict play out?
Likely outcomes will be higher oil prices, a stronger dollar, and weaker equities.
SEG-1: Japan Carry Trade vs Iran Bombings
SEG-2: How the Iran-Israel Conflict Will Play Out
RIA Advisors Chief Investment Strategist Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this show:
"Iran Struck By U.S.: Markets,
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