by Lance Roberts
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| Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-talking advice, walking you through exactly how to build a benefits and retirement strategy that works for you AND your employees. No jargon. No sales pitch. Just the kind of honest, experienced advice two dads would give their own kids sitting across the kitchen table. #TwoDadsOnMoney #BusinessOwnerFinance #RetirementPlanning #EmployeeBenefits #SmallBusinessWealth |
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Software Stocks: Navigating The SaaSpocalypse
2026-02-25
The recent rotation from growth to value is well documented. While the return divergences between, for instance, technology stocks and materials or industrials stocks are significant, they do not tell the whole story. There are also extreme return differentials between broad industries and their sub-industries. In this article, we address one such divergence between the …
2-23-26 The Tariff Saga Continues — What It Means for Markets
2026-02-23
The Supreme Court struck down the structure used to impose prior tariffs, ruling they must go through Congress.
The administration quickly shifted strategy: Trump imposed a temporary blanket tariff — initially 10%, later raised to 15% — set to last 150 days. This effectively resets the framework while keeping tariffs in place, just under a different legal justification.
Even with Monday’s sharp selloff, from a market perspective, this changes very little.
In this Short video, Lance Roberts breaks it down in detail.
📺Full episode: https://www.youtube.com/live/yrjjcbKwKvk?si=B33kfaFZEqzf7QvR
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Calm Market Waters Hide Fierce Undercurrents
2026-02-18
The price movement in the broad S&P 500 index is relatively calm. Yet the market’s undercurrent, as measured by sharply diverging returns across stock sectors and factors, is anything but calm. The current market picture we paint is well embodied by a quote from Jules Verne in 20,000 Leagues Under the Sea. “The sea was …
12-2-25 Dollar Power, AI, & The New Financial Order
2025-11-14
In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what’s really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift.
If you’re looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch.
#BrentJohnson #USDollar #AIInvesting #GlobalMacro #FinancialMarkets
11-12-25 How to Spend Without Regret: Strategies for Enjoying Retirement
2025-11-12
Most retirement advice focuses on saving and not running out of money — but few talk about how to spend confidently once you’ve achieved financial independence.
Lance Roberts & Danny Ratliff show how to shift from saving mode to living mode without fear or guilt:
Why it’s okay to enjoy what you’ve earned
How to enjoy your wealth without overspending
The emotional side of leaving the “accumulation” mindset
Practical withdrawal and income strategies for peace of mind
0:00 – INTRO
0:19 – A Deluge of Data Coming
4:36 – Market Rotations and Maintaining Momentum
8:48 – Tariff Rebates & 50-Year Mortgages
15:43 – Spending in Retirement Without Regret
20:15 – What Will You Do in Retirement?
21:22 – Mrs. Roberts’ Wiffleball Tournament
24:15 – What Will You Do with Your Time & Money?
26:24 –
Forward Return And The Importance Of Math
2025-11-10
During strongly trending bull markets, investors often overlook the importance of math in predicting forward returns. Such is easy to do when the market just seemingly continues to rise without regard to fundamentals. The current environment is also heavily influenced by the impact of “passive indexing,” which has distorted market dynamics as well. However, none …
Bitcoin Is Off The Leaderboard: Whats Next?
2025-11-06
On many recent occasions, we have noted that the market breadth is poor and appears to be worsening. By worsening, we mean that the number of market leaders is declining, and a growing number of stocks, stock factors, sectors, and asset classes are lagging. Currently, the small list of stock factors showing up in SimpleVisor’s …
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
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