1-28-26 The Narrative Trap: How Investors Justify Buying Silver Higher

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

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

2025-11-05

$SPY / $QQQ are easing after a strong run since the April low, as more companies $META / $PLTR go unrewarded despite solid earnings, and investors await a potential Supreme Court ruling on tariffs.

In this short video, I explain why this pullback looks like a normal pause before year-end strength and a possible Santa rally.
📺Full episode:

Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

2025-11-05

“Nvidia takes a $1 billion stake in Nokia” reads a recent CNBC headline. As part of the agreement, Nokia commits to purchasing Nvidia’s AI chips and computer platforms. Additionally, the companies will collaborate to develop 6G cellular technology. Deals like this are becoming more common in the AI industry. Some view Nvidia’s recent investment in …

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2025-11-04

In this episode, we explore how today’s investors are adapting to volatility, inflation, and complexity across markets.

Lance Roberts & Jon Penn explore Structured Notes: These complex instruments promise tailored returns, but they come with tax pitfalls and credit risks investors must understand before buying. We’ll break down how structured notes work—and why they may belong inside an IRA rather than a taxable account.
The Return of Adjustable-Rate Mortgages (ARMs): Homebuyers are betting that interest rates have peaked—opting for lower initial payments despite future risks. Are ARMs smart financial strategy or a sign of desperation in a high-cost housing market?

0:19 – Palantir : No Rewards for "Good" Results
5:19 – Does the Next Correction Start Today?
10:46 – Christmas Tree

2025-11-03

Are today’s investors psychologically conditioned to buy every market dip—no matter the risk?
Lance Roberts explores the “Investor Dilemma” through the lens of Pavlov’s classical conditioning, revealing how years of Fed interventions, liquidity injections, and momentum rallies have trained investors to respond to volatility like Pavlov’s dogs to a bell.
#InvestorDilemma #BehavioralFinance #MarketPsychology #BuyTheDip #FinancialEducation