by Lance Roberts
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| Out Thanksgiving Day special, featuring Lance Roberts, Danny Ratliff, and Michael Lebowitz opining what he would do, were he to run the Federal Reserve, and why you shouldn't spend that $2k tariff refund just yet. |
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11-6-25 The Hidden AI Debt Bubble Nobody’s Talking About
2025-11-06
AI’s growth is being fueled by massive hidden debt.
In this short video, Lance Roberts & Michael Lebowitz discuss how companies like $META are using off-balance-sheet SPVs to fund AI infrastructure—creating risks that could echo the leverage traps of the late 1990s.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Fed QT Ends. What Does That Mean For Markets?
2025-11-01
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
The Most Dangerous Era In History
2025-10-27
We live in what Brett Arends claimed as “The Dumbest Stock Market In History,” but I believe it is potentially the most dangerous era. That phrase is not hyperbole as it reflects structural distortion, extreme valuations, and an investor base intoxicated by momentum and narrative. The MarketWatch piece puts it bluntly: “At one level, there …
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