by Lance Roberts
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| How can low beta stocks help savvy investors sidestep the pain of the Dot-Com Bust? Lance Roberts & Michael Lebowitz reveal why that lesson matters today...what low beta investing means, how it works in bear markets, and how it can protect your portfolio from bubbles and volatility. Lance reviews market reaction to tariffs coming completely online, and Apple's commitment to re-shore manufacturing to the US; the multiplier effect of domestic manufacturing. A look at Eli Lilly's successful completion of trials for its GLP pill; markets continue to hover along the 20-DMA. Lance and Michael discuss the AI phenomenon; what it really means when we're talking about "the market;" what is the cycle that is sustaining the stock market? How will younger investors' habits imprint market dynamics. What will trigger a crisis of confidence in the market; Lance and Michael discuss the importance of continuous risk management. 0:19 - Tariffs Are Fully in Effect - Market Response 11:02 - Markets Continue to Defy Dire News 14:19 - Is the AI Bubble the Same as the Dot-com Bubble? 21:04 - Commentary on the Concentration on AI Stocks 27:29 - What Do We Mean when We Say, "Market?" 33:10 - The Virtuous Cycle Lifting Markets Higher 35:35 - Impact & Influence of Younger Investors' Habits 41:20 - What Will Be the Crisis of Confidence? 44:33 - The Importance of Risk Management Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- The latest installment of our new feature, Before the Bell, "8-7-25 Is the Correction Over?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Build a Winning Investment Portfolio | What to Buy & What to Avoid in 2025 " &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #TechnicalAnalysis #MarketRisk #MarketCorrection #MarketRally #20DMA #LowBetaStocks #DotComBubble #RiskManagement #StockMarketCrash #DefensiveInvesting#InvestingAdvice #Money #Investing |
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Inside This Week’s Bull Bear Report Back To Extreme Optimism Last week, we discussed that the bull rally continues despite all of the negative narratives lately, from tariffs to the deficit to the potential onset of WWIII. “The market’s bullish trend continued this week, and it is rapidly approaching all-time highs.
6-16-25 How the Iran-Israel Conflict Could Shock Global Markets
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Lance Roberts breaks down the latest developments in the Iran-Israel conflict and what they mean for global markets, oil prices, and investor sentiment. With tensions rising in the Middle East, we explore how geopolitical risk is shaping the outlook for the S&P 500, energy stocks, safe-haven assets like gold and Treasuries. Lance touches on the impact of Middle East conflicts on the stock market, how oil prices typically respond to geopolitical tension, and what sectors may benefit or suffer from the crisis. Lanec also addresses investor strategies during geopolitical uncertainty, with a look at historical market reactions to major conflicts.
0:18 – Iran-Israel – What’s the next Catalyst?
[NOTE: Go to this link for a corrected edition of the second show segment:
]
10:28 — Bifurcated
Initial And Continuing Jobless Claims On The Rise
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Initial and continuing jobless claims are as close to a real-time proxy on employment as we have. Thus, while they do not hold the same importance to the markets as the monthly BLS data, they are worth tracking. Moreover, when trends are changing, as they may be now, their importance increases. The two graphs below …
6-11-25 Zero % Interest Is Not Normal
2025-06-11
What the market expects, and what happens in real life, are two different things: Interest Rates are a function of economic growth and inflation. With GDP at 2.3 and Inflation at 2.3-ish, Yields should be at about 4.6-ish, and that’s about where they are now. Zero-percent rates is not normal; buying a house at 2.5percent is not normal.
Where we are now IS about normal.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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