by Lance Roberts
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| It’s Q&A Wednesday—you bring the questions, we bring the answers. Lance Roberts & Danny Ratliff tackle what’s on your mind right now: market volatility, Fed policy, inflation and rates, earnings, portfolio risk management, and what to do (and not do) when headlines get loud. Lance & Danny break down the why behind the market’s moves, translate the macro data into what it means for portfolios, and walk through practical, process-driven decisions—rebalance, manage risk, avoid chasing performance, and keep expectations realistic. #QandAWednesday #StockMarketOutlook #FederalReserve #PortfolioManagement #RetirementPlanning |
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Akademiker Pension Serves The US A Warning
2026-01-22
A Danish pension fund, Akademiker Pension, which manages roughly $25 billion in retirement assets for teachers, announced that it plans to sell all of its U.S. Treasury holdings by the end of January.
1-20-26 Is a House Still a Good Investment in 2026?
2026-01-20
Is buying a house still a good investment—or has the market pulled too much future return forward? Lance Roberts & Jonathan Penn break down the housing investment debate through a time-horizon lens, comparing housing to stocks, examining historical “win rates,” and explaining why transaction costs, leverage, and holding period matter far more in real estate than most buyers realize.
0:00 INTRO
0:19 – Moving into the Heart of Earnings Season
5:36 – Markets’ Price Consolidation Breaks to the Downside
9:51 – Lance & Jonathan’s Weekend Recap
11:36 – Collegiate Investors – Be Careful of Risk
16:35 – Don’t Invest Your Student Loan Money!
18:40 – Buying a House for Rental or Residence?
21:13 – It’s Always Something
23:32 – Housing – Net Worth or Liability?
26:34 – Fitting a House into a
From Secular Bull To Secular Flat: The Next Likely Market Regime
2025-11-29
We’re nearing the end of a remarkably long secular bull market.
In this short video, I explain why the next phase is usually a long period of sideways, volatile returns as valuations reset and the market shifts into a secular flat regime.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Bitcoin Isn’t as Scarce as You’ve Been Told
2025-11-24
In this short video, Parker White, CFA from @defidevcorp and I discuss how #Bitcoin infinite fractionalization mirrors monetary expansion and why the real advantage comes from who gets new money first, not just how much money exists.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Permanent Job Losers: A Worrying Facet Of Today’s Economy
2025-11-24
Given the two-month delay, Thursday’s BLS employment report on September labor market conditions was not nearly as pertinent as the BLS data typically is. Despite it being old news, it is worth sharing that the number of jobs increased by 119k, but the unemployment rate ticked up from 4.3% to 4.4%. The markets didn’t seem …
10-7-25 Why Markets Don’t Compound Over Time
2025-10-07
Most investors believe markets compound steadily, but they don’t.
Losses break the compounding path, and timing matters more than most realize.
In this Short video, I show why managing risk—not chasing returns—is what truly builds wealth over time.
Watch the full episode: https://www.youtube.com/live/Oo1Ny37IaEs?si=5vnlpbRLq_FaAHQL
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
The Government Is Shutting Down Again: Who Cares?
2025-09-30
If Congress can’t come to a budget resolution in the next 24 hours, the government will shut down. Sound familiar? We have become numb to the prospect of a government shutdown because it occurs so frequently. Most often, continuing resolution bills are agreed upon before a shutdown, thus enabling the government to continue operating. In …
8/14/25 Will the Fed Cut Rates NOW??
2025-08-14
Will the Federal Reserve blink and cut rates now? Lance Roberts & Michael Lebowitz break down the latest inflation data, economic trends, and market signals that could force the Fed’s hand and what it means for your portfolio on
#TheRealInvestment Show streaming-live starting at 6:00a CDT on YouTube, Meta, & X!
#FederalReserve #RateCut #InterestRates #USEconomy #StockMarketNews
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