by Lance Roberts
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| The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? #ValueInvesting #StockMarket #PassiveInvesting #MarketAnalysis #InvestorEducation Jon Penn and Michael Lebowitz explain how today’s passive investing landscape can distort traditional definitions of value and growth. |
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BLS Labor Report Defies Consensus
2026-02-12
The delayed BLS employment report came in well above expectations, showing the economy added 130k jobs in January. Furthermore, the unemployment rate slipped to 4.3% versus expectations of a 0.1% increase to 4.5%. The more encompassing U6 unemployment rate fell from 8.4% to 8.0%. The BLS labor report contradicts the monthly and weekly ADP reports, …
2-9-26 Technology Stocks: Dead… or the Next Opportunity?
2026-02-09
Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities. The key question: is this a real breakdown in tech leadership, or a mechanical liquidation that’s creating selective opportunity?
0:00 – INTRO
0:19 – Superbowl Recap & Looking for BLS & CPI
4:41 – More Trapped Longs & Volatility to Come
10:38 – Market Volatility May not Be Over Yet
14:28 – The AI Threat to Software Co’s
18:12 – Salesforce vs AI
23:20 – Narratives are Justification for Overpaying
26:30 – Technology Sector Analysis & Rotation
29:40 – Value to Growth Rotation
32:05 – Where are Earnings Coming From?
35:08 – Waiting for the Bottom to Buy
37:36 – Fundamentals Then & Now
40:01 – Margin Debt vs DPI (Disposable Personal
The Reflation Narrative
2026-02-06
The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation. As I discussed at our recent 2026 …
12-20-25 Why Balanced Portfolios Are Making a Comeback
2025-12-20
Balanced portfolios were never broken. Investors just got used to an abnormal era when falling rates made bonds $TLT look like stocks.
In this short video, @michaellebowitz and I discuss why the 60/40 model is returning to its real purpose of stability and income as stretched valuations and long-term forecasts make a diversified mix more attractive for the decade ahead.
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📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-18-25 The Fed Turned the Liquidity Back On: Watch These Assets
2025-12-19
The Fed is adding liquidity (QE), whatever label they use. The assets most tied to reserves are the ones that will move first: #Bitcoin, major indexes $SPX / $QQQ, transportation, and materials.
In contrast, defensive sectors, $GLD, and $SLV show little to no relationship to changes in reserves.
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📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
What Inflation Alarmists Missed In Their Warnings
2025-12-19
Over the last couple of years, inflation alarmists such as Paul Tudor Jones, James Grant, and Jeff Gundlach have all said that inflation is returning with force. In different ways, they each stated that they would not own Treasury bonds due to the expectation that inflation would rise as the dollar declined due to the …
12-25-25 Christmas Day Q & A
2025-12-15
Our Christmas Day Best-Of episode revisits some of the most important investing and financial planning discussions of the year.
Lance Roberts, Danny Ratliff, & Jonathan Penn examine whether the traditional 60/40 portfolio still serves its original purpose of reducing volatility, and what the three legs of investing mean in today’s market environment; whether the Federal Reserve has shifted away from its inflation mandate, how to interpret 2- and 3-standard-deviation market moves using tools like Bollinger Bands, and which economic data truly matters for investors—and where to find it.
We close by addressing common misconceptions around inflation, including the real impact of tariffs and why sustainable economic growth requires some level of inflation, along with a thoughtful
10-23-25 Behind the Dollar “Collapse” Narrative – The Real Story
2025-10-23
Despite the media noise, the dollar isn’t collapsing. The $DXY is near its long-term fair value, and foreign investors keep buying U.S. debt and equities $SPY / $QQQ – proof that global confidence in the dollar remains strong.
In this short video, Michael Lebwitz and I discuss why the “dollar crash” narrative is overblown.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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