by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| 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 Markets Can Go On for a Long Time 13:06 - The Fed is Contending With Weak Employment 14:23 - The Full Impact of Tariff is Still Unknown 17:54 - Jackson Hole & the Rate Cut Conundrum 20:36 - The Truth About Fed Meeting Minutes 21:33 - Lisa Cook & The Politicization of The Fed 26:47 - Fed Rate Cuts - 50 or 25? 30:50 - The Starbuck's Indicator of Consumer Sentiment 33:18 - The Surprising Side Benefits of Paying with Cash 35:07 - Looking at the Positives 36:00 - Keeping Perspectives on Interest Rates 38:16 - Mortgage Rates vs Treasury Rates 40:36 - What Lowerd Rates Might Imply 43:16 - UPS: Value or Value Trap? Hosted by RIA Advisors Senior Investment Advisor, Danny Ratliff, CFP, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://bit.ly/4mrXcJW -------- The latest installment of our new feature, Before the Bell, "Bad News is not New News" is here: https://bit.ly/4lwwFtH -------- Our previous show, "John Tamny - Money is Ruthless," can be viewed here: -------- Articles mentioned in this report: "Greg Mankiw's Solutions Would Expand Federal Debt" https://www.realclearmarkets.com/2025/08/12/greg_mankiws_solutions_would_expand_federal_debt_1128148.html ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BitCoin #JacksonHole #FederalReserve #JeromePowell #LisaCook #MarketCorrection #MarketRisk #AIstory #MarketWeakness #AllTimeHighs #SectorRotation #StockMarket #InvestorSentiment #MarketBubble #SpeculativeTrading #MarketVolatility #InvestingAdvice #Money #Investing |
You Might Also Like
8-6-25 How to Build a Winning Investment Portfolio | What to Buy & What to Avoid in 2025
2025-08-06
Are you building an investment portfolio but unsure what assets belong—and which ones to avoid? Lance Roberts & Danny Ratliff demonstrate how to build a diversified portfolio, the critical assets every investor should consider (stocks, bonds, ETFs), and the common portfolio mistakes that could hurt your long-term returns. Whether you’re a beginner investor or refining your financial strategy, these portfolio construction tips will help you navigate the markets with confidence.
🔑 Key Topics Covered:
How to Build an Investment Portfolio from Scratch
Best Assets for a Balanced Portfolio in 2025
Common Portfolio Mistakes and How to Avoid Them
Stocks, Bonds, ETFs: What Works & What Doesn’t
Financial Planning Tips for Long-Term Growth
📈 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for
8-1-25 Don’t Let the Point Spread Fool You
2025-08-01
The financial media started in early with headlines about "sweeping" new tariffs and markets tumbling 485-points…only, consider, with the Dow at 43,832, that’s only about 1%. So don’t let yourself be swayed by sensationalistic headlines.
Hosted by RIA Advisors Senior Financial Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
——-
Read the article Lance mentions on our website, sign up for Lance’s newsletter:
https://realinvestmentadvice.com/newsletter/
——-
➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
——-
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
——-
Register for our next Candid Coffee, "Savvy Social Security
The High Beta Melt Up: Echoes Of 1999
2025-07-30
In our recent article, “The Magnificent Seven Are Mediocre,” we pondered whether the stock market is entering a melt-up phase, where investors driven by extreme speculative behavior and hopes for exponential returns favor volatile stocks with high betas. To be clear, we do not know whether we are in a melt-up phase. The market could …
Tags: Featured,newsletter
22 pings
Skip to comment form ↓