10-20-25 Invest Like a Bull…Think Like a Bear
2025-10-20
IInvest like a bull. Think like a bear.
Lance Roberts dives into the mindset of successful investors: staying bullish on opportunity, but thinking like a bear when it comes to risk.
Learn how to stay optimistic without losing discipline, why emotional control outperforms market hype, and how blending bullish conviction with bearish caution can help you thrive through any cycle.
* How to stay invested while protecting capital
* Recognizing when optimism turns into speculation
* Lessons from past market booms and busts
* Why risk management is the true edge in investing
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0:19 – Earnings Season Progresses, Manufacturing Weakens
4:00- Market Breakout or Breakdown?
9:03 – Lance’s Class on
10-17-25 Six Crucial Steps to Medicare Open Enrollment
2025-10-17
Medicare’s Fall Open Enrollment runs from October 15 through December 7, and this is your chance to review, compare, and adjust your coverage for 2026.
Richard Rosso & Jonathan McCarty review six crucial steps to help you make smarter Medicare choices — from evaluating plan changes and comparing drug coverage to avoiding common enrollment mistakes.
Whether you’re already on Medicare Advantage or reviewing Part D drug plans, understanding how to navigate this annual window could save you thousands in healthcare costs next year.
1:34 – Dealing w Medicare Open Enrollment
3:59 – Jonathan’s Baby & Diaper Service
9:10 – Prescription Drug Formularies & Changes
12:11 – Shopping Around for Medicare Advantage Plans
17:56 – Recommended Alphabet Formula
21:15 – What Medicare Advantage is NOT
The Psychology Of Investing In A Zero-Risk Illusion
2025-10-17
Every market cycle eventually changes investor psychology to believe risk has been conquered. The storylines may change, from “this time it’s different” to “the Fed has our back,” but the psychology does not. When markets rise steadily and volatility remains low, investors confuse stability with safety. That’s precisely the illusion forming in markets today. The …
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Excess Liquidity: Where Art Thou?
2025-10-09
The graph below, courtesy of the St. Louis Fed, charts the amount of money in the Fed’s overnight reverse repurchase agreement (ON RRP) facility. To understand why the current lack of a meaningful balance in the program could become concerning, let’s revisit the Fed’s response to the Pandemic. During the pandemic and global economic shutdown, …
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