by Lance Roberts
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| Bitcoin’s usual links to $QQQ, Fed policy, and the four-year cycle have broken down. In this short video, Parker White and I discuss why key correlations have broken down and whether institutional buyers are changing the depth and shape of the next #Bitcoin bear market. 📺Full interview: https://www.youtube.com/watch?v=_6F1ITCnF0A Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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The Seen And The Unseen Of QE-RMP
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In 1850, Economist Frederic Bastiat famously wrote an essay entitled “That which is seen, and that which is not seen.” The first chapter, “The Broken Window,” argues that good economics requires considering not just the immediate, visible effects of an action but also the delayed, less obvious (unseen) consequences. Unfortunately, most commentators, when asked about …
12-18-25 Is the 60/40 Portfolio Dead? Global Risks & Opportunities
2025-12-18
For decades, the 60/40 portfolio—stocks and bonds—served as the foundation of balanced investing.
Lance Roberts and Michael Lebowitz examine the growing global forces reshaping markets. While Wall Street has remained fixated on AI hyperscalers, major developments abroad are increasingly driving returns and risk.
0:00 – INTRO
0:19 – Inflation Report Preview – Where’s the Fed’s Soft Landing?
3:05 – Markets working Through the Chop
9:56 – Top 10 Christmas Movies
13:24 – Inflation Expectations (Preview)
14:35 – The Fed Ends QT
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22:53 – Is the Economy Slowing More than They Think?
24:03 – Is the 60/40 Portfolio Model Dead?
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