by Lance Roberts
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| Gold’s rally has investors shouting “dollar debasement!” — but is the narrative real, or just a speculative illusion? Lance Roberts & Michael Lebowitz break down the popular debasement argument and expose the facts behind the gold surge. From money supply trends to Fed policy and global confidence in the U.S. dollar, we separate the data from the hype. 0:19 - Stresses Emerging in Lower End of Economy 4:45 - The Oil Price Pop 6:35 -Good News - Bads News on Wall Street 10:38 -CPI Preview Despite Government Furlough 15:32 - Bond Market Expectations for Economic Growth 17:58 - The Challenge of Managing Money for the Future 20:11 - Wall Street is Selling 5x Leverage 24:47 - Liquidity is Showing Signs of Drying Up 26:42 - Debasement is Not a Room in Your House 29:42 - Where Does Money Come From? 30:45 - The Rise in Money Supply M-2 34:46 - The Loss of Confidence in the Dollar 40:00 - Central Banks are Hoarding Gold Reserves 46:21 - People Find Bubbles in Everything 48:15 - YouTube Chat - Banks Are Dumping Treasuries( ?) 49:28 - Is the Dollar Set to Strengthen? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Dollar Debasement: Reality Or A Dangerous Narrative?" https://realinvestmentadvice.com/resources/blog/dollar-debasement-reality-or-a-dangerous-narrative/ -------- The latest installment of our new feature, Before the Bell, "Russia Sanctions Ignite Oil Rally," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Teaching Kids About Money: Lessons From Investing’s Biggest Mistakes," is here: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Get more info & commentary: https://realinvestm entadvice.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/ #OilRally #EnergyStocks #RussiaSanctions #MarketUpdate #PreMarket #DollarDebasement #GoldInvesting #MarketAnalysis #RealInvestmentAdvice |
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10-16-25 Guidance, Buybacks, & The Case For a Year-End Rally
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Near-term tape will be choppy and guidance-sensitive, especially for AI / Mag 7 stocks.
In this short video, Lance Roberts discusses how massive buybacks and year-end seasonality could still lift markets higher despite short-term volatility.
Watch the full episode:
Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Is QT On Its Last Lap?
2025-10-16
Chairman Powell spoke on Tuesday, addressing several topics. Of note was the following quote: “We may be approaching the end of our balance sheet contraction in the coming months.” The market interpretation is that QT is ending soon. As a reminder, QT, also known as quantitative tightening, has been in effect for over three years. …
Balance Of Risks Allows Powell To Pivot
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“Nonetheless, with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” That key line from Chairman Powell’s opening speech at the Fed’s Jackson Hole symposium effectively summarizes Powell’s view on monetary policy. Simply, the change in the balance of risks since the BLS jobs revisions …
Market Valuations Don’t Matter…Until They Do
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🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
US Economy: Recent Data Suggests Risk To Earnings
2025-08-22
The latest economic data suggests the US economy is decelerating. That means growth is slowing, jobs are shrinking, and households are spending less. As we showed in a recent #BullBearReport, economic growth, inflation, and personal consumption are trending lower. Unsurprisingly, with job growth weakening, consumer sentiment also took a hit in the latest report, with …
8-20-25 The Rest of the World Must See Our Economic Future as Blindingly Bright
2025-08-20
Our conversation with Real Clear Markets Editor, John Tamny, on the economic health of the US as evidenced by $37-Trillion in debt the rest of the world continues to clamor to buy.
Watch the entire interview on our YouTube channel:
Chief Investment Strategist, Lance Roberts, CIO, w John Tamny, Editor/Real Clear Markets
Produced by Brent Clanton, Executive Producer
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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, …
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
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