by Lance Roberts
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| Despite ongoing war in the Middle East, this selloff isn’t a crash but a normal correction after a massive run we had, driven by valuation reset and unwinding of speculative excess. Markets regularly pull back 5–10%, especially after strong gains. Fear narratives miss the point—corrections end eventually. The real edge is staying disciplined, managing risk, and being ready to deploy capital when opportunities emerge as valuations normalize and conditions stabilize. 📺Full episode: Catch Lance daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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Will Oil Prices Unleash A Wave Of Inflation?
2026-03-06
Bloomberg writes: “Iran War Oil ShockThreatens to Unleash Wave of Global Inflation.” To be fair, the article is not as pessimistic as the title suggests. However, the fear that significantly higher, sustained oil prices will unleash a wave of inflation is gaining popularity and merits discussion. We start with math to address the historical relationship …
3-5-26 Passive Aggressive Market: Bogle’s Warning Came True
2026-03-05
Are passive investors really passive? Not anymore.
Lance Roberts & Michael Lebowitz break down how index funds and ETFs — the tools designed for patient, long-term investing — have quietly become weapons of short-term speculation.
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1-13-26 The Reflation Trade Explained
2026-01-13
Markets are priced for a perfect reflation outcome after three years of big gains. Everyone expects strong growth, falling inflation, and rate cuts at the same time.
In this Short video, Lance Roberts argues why these expectations may be setting investors up for disappointment.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-10-26 How to Rotate Sectors Without Blowing Up Your Portfolio
2026-01-10
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:
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daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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#Markets #Money #Investment_Advice
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