by Lance Roberts
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| Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed’s impact on valuations, we dig into what’s really happening under the surface. #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton |
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9/11/25 There Ain’t No Inflation
2025-09-11
Markets and the Fed keep talking about inflation, but what’s really happening? Lance Roberts previews the upcoming CPI, PPI reports, and real-world data to explain why the official numbers don’t always match what you’re feeling. From wages and rents to energy prices–is inflation is truly under control, or just hiding in plain sight.
Discover how “disinflation” differs from “deflation,” why Wall Street’s narrative matters for stocks, and what it means for your portfolio.
[NOTE: As of 7:00a CDT 9/12/25 , YouTube has yet to process this video.]
SEG-1a: Inflation Day – Will Tariffs’ Effects Appear?
SEG-1b: What Bond Yields Are Telling About Interest Rates
SEG-2a: Will Markets Have Another 20% Year?
SEG-2b: Inflation Estimates & CPI Components
SEG-2c: Wrapping the Quarter – Buy Backs &
9/10/25 This Market Boom Isn’t Backed By The Data
2025-09-10
The market’s rally is not supported by underlying economic data. Weak jobs, disinflation, and slowing demand raise real recession risks.
A recession doesn’t necessarily mean a financial crisis or a 50% market crash, but you have to be ready for one.
In this short video, I break down what a recession could actually look like.
📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
#StockMarket #Recession #Investing #MarketCrash #EconomicOutlook
9/10/25 Are We On the Edge of Recession?
2025-09-10
Are we standing at the edge of a recession? Economic data is showing cracks: slowing job growth, weakening consumer spending, and tightening credit conditions. Meanwhile, the Federal Reserve’s policies continue to weigh on growth.
In this episode, Lance Roberts & Danny Ratliff break down the key signals flashing caution, what they could mean for corporate earnings and market performance, and how investors should think about risk management in the months ahead; plus bonus content: Sourdough bread and marriage tips.
[NOTE: As of 10:00a CDT YouTube has yet to process this video sufficiently for us to edit or add time codes.]
SEG-1a: Jobs Revision and Economic Reality
SEG-1b: Money Flows & Inflation Preview
SEG-2a: Sourdough Baking w Christina & Michelle
SEG-2b: Are We In a Recession –
Earnings Are Becoming Harder To Come By
2025-09-08
Another round of quarterly earnings reports has come and gone, and once again, many companies beat profit expectations. Yet a glance at the graph below from The Wall Street Journal, showing that retail sales have been flat excluding inflation, suggests that the ways in which companies are growing their earnings must be changing. The Wall …
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