by Lance Roberts
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| $SLV rally is fueled by narrative and retail chasing. Historically, it ended with painful mean reversion. In this short video, I discuss why investors justify buying #silver higher, how psychology overrides fundamentals, and why parabolic moves in industrial metals rarely last. $GLD 📺Full episode: -IGAw Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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The Real Investment Show
2025-12-22
REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:"
https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator
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
20:35 – JP Morgan’s Liquidity Crunch
22:53 – Is the Economy Slowing More than They Think?
24:03 – Is the 60/40 Portfolio Model Dead?
26:07 – CAPE-10 Predictions
27:05 – The All-weather Portfolio – Why to Own Bonds
31:31 – Double Digit Environment is Unsustainable
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