by Lance Roberts
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| Sector rotation isn’t about picking the next winner. It’s about managing risk as conditions change. In this Short video, Michael Lebowitz & Lance Roberts discuss how to rotate gradually, rebalance winners, and adapt portfolios as market leadership changes. 📺Full episode: Catch Lance daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow entadvice/ #Markets #Money #Investment_Advice |
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Based on comments from President Trump and the odds on the Kalshi betting site, shown below, Kevin Hassett is the likely nominee to replace Jerome Powell when his term as Fed Chair ends in May. While still half a year away, the market is beginning to price in what a Hassett leadership might mean for …
12-9-25 Bear Case for 2026: Valuations, Mean Reversion & Credit Stress
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Markets are dangerously overextended and priced for perfection going into 2026.
In this short video, I explain why elevated valuations, mean reversion, and rising credit stress could make 2026 far riskier than investors expect.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-2-25 Don’t Buy The “Death of the Dollar” Story$DXY
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The #USDollar isn’t dying and its global dominance isn’t under threat.
In this short video, I explain why the fear-driven “death of the dollar” narrative ignores economic reality and relies on misleading charts rather than facts.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-13-25 Bitcoin vs Stablecoins: What Central Banks Actually Want
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Bitcoin will never become a true reserve asset for central banks.
In this Short video, @dlacalle_IA and I discuss why its volatility and illiquidity make it unsuitable—and why stablecoins backed by Treasuries could be the more practical alternative.
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Watch the full episode:
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ChatGPT Gives Financial Advice On Volatile Markets
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Following Friday’s selloff amid the resurgence of tariff threats on China, I asked ChatGPT a simple question: ” How to Stay Calm In The Stock Market?” That simple question generated an engaging and humorous take on financial advice for navigating volatile markets. In this week’s post, I thought it would be helpful to review ChatGPT’s advice …
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