by Lance Roberts
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| Bonds are being ditched at the exact moment investors need them most. In this short video, Michael Lebowitz and I discuss why Treasuries $TLT remain the only true safety bucket and why replacing them with #Bitcoin $IBIT $BTCUSD or mega-cap tech $AAPL $AMZN $META $NFLX $NVDA $MSFT $GOOGL leaves portfolios exposed in a downturn. Please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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11-15-25 Why The Fed Is Easing Into Strength — And What It Means For Markets
2025-11-15
The Fed is preparing to cut rates just as an AI-driven boom accelerates.
In this short video, MIchael Lebowitz and I discuss why easing into strength is unusual, how it could stoke inflation, and what it means for the next phase of market growth.
📺Full episode: https://www.youtube.com/watch?v=-YZaHtreohI
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-2-25 Dollar Power, AI, & The New Financial Order
2025-11-14
In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what’s really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift.
If you’re looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch.
#BrentJohnson #USDollar #AIInvesting #GlobalMacro #FinancialMarkets
11-12-25 How to Spend Without Regret: Strategies for Enjoying Retirement
2025-11-12
Most retirement advice focuses on saving and not running out of money — but few talk about how to spend confidently once you’ve achieved financial independence.
Lance Roberts & Danny Ratliff show how to shift from saving mode to living mode without fear or guilt:
Why it’s okay to enjoy what you’ve earned
How to enjoy your wealth without overspending
The emotional side of leaving the “accumulation” mindset
Practical withdrawal and income strategies for peace of mind
0:00 – INTRO
0:19 – A Deluge of Data Coming
4:36 – Market Rotations and Maintaining Momentum
8:48 – Tariff Rebates & 50-Year Mortgages
15:43 – Spending in Retirement Without Regret
20:15 – What Will You Do in Retirement?
21:22 – Mrs. Roberts’ Wiffleball Tournament
24:15 – What Will You Do with Your Time & Money?
26:24 –
Forward Return And The Importance Of Math
2025-11-10
During strongly trending bull markets, investors often overlook the importance of math in predicting forward returns. Such is easy to do when the market just seemingly continues to rise without regard to fundamentals. The current environment is also heavily influenced by the impact of “passive indexing,” which has distorted market dynamics as well. However, none …
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