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.
#PassiveInvesting #ETFStrategy #IndexFunds #SectorRotation #JohnBogle
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:
Catch Lance
daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
entadvice/
#Markets #Money #Investment_Advice
11-21-25 Roth Conversion Strategy: What Actually Works
2025-11-21
Not all Roth conversions are created equal — and new research shows a clear winner.
Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period:
• Staying in a traditional IRA/401(k) and taking RMDs
• A one-time Roth conversion
• A gradual, multi-year conversion strategy
We examine how taxes, RMDs, longevity, and investment returns affect the outcome — and why a one-time conversion often comes out ahead if you can handle the upfront tax bill.
0:19 – The Sexiest Word in Finance
4:44 – The Roth Account Smile
7:29 – Roth Applications for Different Stages of Life
10:17 – Tax Hierarchy Considerations
14:09 – The Craft of Retirement Income & Withdrawals
19:07 – Roth as a Legacy
11-19-25 Risk-Range Report: We Are Still In a Bull Market
2025-11-19
$SPY / $QQQ pullback is not the start of a bear market.
In this short video, I look at the Risk-Range data confirming the broader bull trend and explain why this dip is an opportunity, not a danger.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
The Government Is Shutting Down Again: Who Cares?
2025-09-30
If Congress can’t come to a budget resolution in the next 24 hours, the government will shut down. Sound familiar? We have become numb to the prospect of a government shutdown because it occurs so frequently. Most often, continuing resolution bills are agreed upon before a shutdown, thus enabling the government to continue operating. In …
9/25/25 Accommodative Or Restrictive? Decoding The Fed’s Latest Move
2025-09-25
The Federal Reserve’s latest move has investors asking: Is policy turning more accommodative or staying restrictive? Lance Roberts and Michael Lebowitz decode the Fed’s decision, cut through the jargon, and explain what it means for markets, rates, and your money.
We’ll cover:
What the Fed actually signaled last week
The difference between accommodative and restrictive policy
How markets typically react to these shifts
Key risks for stocks, bonds, and the economy going forward
Stay tuned as we unpack the Fed’s message and put it into plain language for investors navigating uncertain markets.
0:18 – On becoming "vintage" and Irrational Exuberance
3:52 – Markets Appear to be Pulling Back
9:49 – Jerome Powell’s "Fairly Valued" Market Assessment
10:30 – The Virtual Circle of the
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