by Lance Roberts
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| Index investing is inflating unprofitable stocks like $OKLO and breaking real price discovery. In this short video, Michael Lebowitz and I discuss how passive ETF flows force money into “story” names, push prices higher without fundamentals, and why that risk can unwind fast. 📺Full episode: -GazpbG0 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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Hawkish Or Less Dovish? QE Or Not QE?
2025-12-11
There is a growing divergence of views among FOMC members. Some remain dovish, favoring more rate cuts. Their argument is based on a belief that inflation will continue to move toward the 2% target and that the weakening labor market benefits from lower interest rates. On the other side of the aisle are hawkish views. …
12-8-25 Bull Case for 2026: Liquidity, Fed Cuts & Market Support
2025-12-08
Despite all the loud, extreme narratives, the market outlook for next year is neither all-bull nor all-bear.
In this short video, I outline the bull case for 2026, where rising liquidity, Fed cuts, and expanding consumer credit tilt the outlook toward a stronger 2026.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-20-25 The Illusion Of Zero Risk: When Volatility Returns, This Market Will Break
2025-10-20
Years of easy money trained investors to believe markets have no risk. Buying every dip still works because volatility is low, but this illusion of safety won’t last.
In this Short video, I argue that when volatility returns, this “zero-risk” market will break.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-22-25 Teaching Kids About Money – Lessons From Investing’s Biggest Mistakes
2025-10-17
How do we raise the next generation to be financially wise in a world obsessed with “getting rich quick”?
Lance Roberts and financial writer Benjamin Gran discuss teaching children about money, work, and investing.
#FinancialEducation #TeachingKidsAboutMoney #InvestingWisely #FinancialLiteracy #MoneyLessons
Liquidity Warning: SOFR Raises The Red Flag
2025-10-17
In our Daily Commentary from October 9th, we alerted readers to the fact that the Fed’s Overnight Repurchase Program was warning that the financial system was running out of a reliable store of excess liquidity. While not a concern, as we share in our quote below, it was worth monitoring. Said differently, after years of …
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