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 |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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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
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