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| A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand 16:28 - The Question of The How & The When 19:12 - The vidia - AMD - OpenAI Conundrum 20:07 - atural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the ext Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions 👉 Subscribe for daily market insights and portfolio strategy updates. 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 This Video: "Bear Market Losses – A Dangerous Illusion" https://realinvestmentadvice.com/resources/blog/bear-market-losses-a-dangerous-illusion/ "Promised Recession…So Where Is It?' https://realinvestmentadvice.com/resources/blog/promised-recession-so-where-is-it/ "Bubble In AI: Echoes Of The Past, Lessons For The Present" https://realinvestmentadvice.com/resources/blog/ai-bubble-echos-of-the-past-lessons-for-the-present/ ------- Watch today's video on YouTube: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Calm Before the Crack? Fragile Markets Keep Rising Anyway,” is here: _kRTrefFWI&list=PLwgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Markets, Money & Mindset: Live Q&A with Lance Roberts," is here: _Iqu1g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- 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-PLA -------- 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/ #StockMarketUpdate #MarketVolatility #InvestorSentiment #PreMarketAnalysis #RiskManagement #Recession2025 #BondMarket #TIPSvsominal #InflationOutlook #FinancialPlanning #InvestingAdvice #Investing #Money |
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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Iran Stuck By U.S.: Markets, Risk, and Rational Investing
2025-06-23
Over the weekend, the U.S. launched strikes against Iran’s nuclear facilities. Currently, I only have the details reported by major mainstream outlets. However, given that stock market futures are trading sharply lower on Sunday, I wanted to get something in print before the market opens relating to navigating this event over the next few days.
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