by Lance Roberts
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| Headlines claiming the Fed is “buying its own debt” or printing money are widely misunderstood. Treasury buybacks are routine cash management—issuing new debt while retiring or shifting existing maturities to align with inflows like tax revenue. No new money is being created; the system expands through lending and debt issuance. Despite the panic narrative, demand for U.S. Treasuries remains strong, including from foreign investors. This isn’t a bailout or dollar crisis—it’s normal market plumbing, often misread as something far more dramatic. 📺Full episode: Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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4-2-26 Fed Trap? Markets Face Inflation, Oil & Treasury Sell-Off
2026-04-02
Markets are hitting a critical inflection point—and the stakes are rising fast.
A major policy speech from Donald Trump sparked volatility, just as markets tested a key cluster of technical resistance. Now investors are facing a bigger question: is the market environment shifting from a short-term rally to something more structural?
Lance Roberts & Michael Lebowitz break down:
* Why elevated oil prices could reignite inflation and complicate the Fed’s next move
* Whether the Federal Reserve is walking into a policy trap between inflation and slowing growth
* What matters more right now: GDP or inflation—and why the answer could surprise you
* Early warning signs from Nike earnings and forward estimates
* Why foreign investors may be selling U.S. Treasuries—and what that means for
4-1-26 Wives Take Over: Money, Marriage, and Real Talk
2026-04-01
What happens when the wives take over the show?
For this special April Fool’s Day edition of #TheRealInvestmentShow, the tables are turned as Michelle Ratliff & Christina Roberts step in to answer the questions investors never hear.
From what Lance and Danny would really be doing outside of wealth management, to what happens if they suddenly win the lottery, we blend humor with surprisingly real financial insight.
We also dig into the realities of managing money at home:
Where couples disagree about finances
Where financial values actually align
How to teach kids a healthy relationship with money
Plus, a hilarious (and relatable) breakdown of “Girl Math” and even “Boy Math” that might sound ridiculous… until you realize you’ve done it too.
Hosted by Michelle Ratliff & Christina
Century Bonds: A Long Term Bet On Google
2026-02-13
Google’s parent, Alphabet, just issued $32 billion in global debt, including £1 billion of rare century bonds. Alphabet’s century bonds are called such because they do not mature for 100 years (2126). While the century bond is a small piece of its recent debt offering and even less of its outstanding debt ($78 billion), the …
The ECB Unexpectedly Raises Rates But Pauses
2026-02-12
“Based on its current assessment, the Governing Council considers that the key ECB interest rates have reached levels that, maintained for a sufficiently long duration, will make a substantial contribution to the timely return of inflation to target.” And with that statement, the European Central Bank (ECB) appears to have halted its rate hiking cycle. …
12-22-25 Why Slowing Consumers Matter More Than AI Spending
2025-12-22
The market is underestimating the risk from a slowing consumer.
In this short video, I explain why weakening consumer spending matters more than AI and data-center investment for economic growth and earnings in 2026.
If you like this video, please ❤️like and 🔁retweet
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-19-25 What Great Financial Planning Looks Like
2025-12-20
What should a great financial planning experience actually look like?
For many investors, “financial planning” is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive — and far more valuable.
Richard Rosso breaks down the essential elements of effective financial planning. True financial planning is not about predicting markets or selling products. It is about building a durable framework that helps investors make better decisions through market cycles, life changes, and economic uncertainty.
Whether you are working with an advisor or managing your finances independently, understanding what a great planning experience looks like can help you
12-31-25 Marketing for Financial Advisors in the AI Age
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Marketing for financial advisors is being reshaped by artificial intelligence, changing search behavior, and tighter compliance constraints. Lance Roberts & Greg Joslyn break down how advisors can adapt their marketing and PR strategies without sacrificing credibility, consistency, or regulatory discipline.
We discuss why persistence—not virality—is the true driver of long-term visibility, how AI fits into content creation and search optimization, and why social media works best when it is treated as a conversation rather than a broadcast channel. The discussion also covers optimal content cadence, platform selection, budgeting realities, and the growing importance of earned media over paid promotion.
We explore best practices for interview preparation and media coaching, including
CAPE Valuations: Does Nvidia Overstate Its Ominous Warning?
2025-10-29
As equity valuations approach the record highs of 1999, investors are growing anxious. This unease is partly driven by the media issuing grim warnings, often based in part on CAPE valuations. Consider the following headlines and their summaries. The graph shows the S&P 500 and CAPE since 1920. Given how the market performed after the …
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