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 |
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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Hassett To Replace Powell: Betting Markets Are Confident
2025-12-10
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
2025-12-09
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
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