by Lance Roberts
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| The Federal Reserve’s policy framework is quietly shifting—and investors should be paying close attention. Lance Roberts, Michael Lebowitz, and Danny Ratliff examine why the traditional push toward homeownership may be built on outdated assumptions, and how changing macroeconomic realities could challenge long-held financial narratives. #FederalReserve #MarketLiquidity #HousingMyths #MacroOutlook #InvestorRisk |
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11-17-25 Full Market Cycles: Why Bull Runs Always Meet Their Match
2025-11-17
Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure all point to a simple truth:
Every bull market is only half the story. The other half is the bear. Lance’s approach isn’t bullish or bearish. It’s risk-focused. Your job as an investor isn’t to predict the next crash—it’s to avoid catastrophic losses that erase years of gains during the completion of a full market cycle.
0:00 – INTRO
0:27 – Market Moves Will Hinge on Nvidia
4:18 – Markets’ 3rd Test of 50-DMA
8:46 – Why Berkshire Lags the S&P
10:36 – Economic Acceleration Expectations for 2026
14:01 – Consumer Spending Drives Economic Growth
17:42 – Economic Consolidation is Underway
21:45 – Half of Expected Cap-Ex Spending Will Support
Data Center Debt: Can Oracle Hang With The Big Boys?
2025-11-13
Meta and Google recently borrowed a combined $55 billion in the corporate bond market. As we share below, this debt represents a new source of funding for data center expansion. Further, as shown in orange, Oracle tapped the private market for loans to secure the capital needed to sustain AI innovation and the related data …
11-12-25 December Rate Cut Back in Play
2025-11-12
Soft jobs data and falling rents point to weaker inflation ahead, setting the stage for a potential Fed rate cut in December.
In this short video, I explain why this slowdown may be exactly what the market needs to keep the rally alive.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Equity Fund Outflows Soar: Blip or Warning?
2025-09-23
Our friend Jim Colquitt, in his Weekly Chart Review, brought to our attention a large and irregular outflow from equity funds last week. He cites a Reuters article stating that investors withdrew $43 billion from US equity funds last week. That was the largest outflow since December 2024. The graph below shows that equity fund …
9/18/25 The Real Reason The Market Popped After the Fed Cut
2025-09-18
The Fed cut rates as expected, but Powell admitted uncertainty and insisted policy is still "restrictive."
@michaellebowitz and I discuss why markets see it as "accommodative" and are rallying on that perception, with $INTC & $NVDA helping big.
#FedRateCut #StockMarketRally #PowellSpeech #NvidiaStocks #InterestRates
There Will Always Be a Need for Human Connection Even With AI
2025-07-29
While AI may replace some jobs, it’s important to remember that certain roles will always require the human touch—no matter how advanced technology becomes.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
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Portable Data Centers
2025-07-29
Construction of AI data centers can take anywhere from six months to multiple years to complete. Accordingly, they can’t build data centers quickly enough to keep up with the demand. Accordingly, we will need new, innovative solutions to meet the demand. For example, a startup private company named Armada makes portable AI data centers for …
7-28-25 Big Tech Earnings
2025-07-28
Big Tech Earnings: Lance Roberts reviews what Apple, Google, and Microsoft Just Revealed, plus Market Reaction & Forecast on #TheRealInvestmentShow.
#BigTechEarnings #TechStocks2025 #EarningsSeason
#StockMarketNews #FAANG
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