Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| Kevin Warsh, a soon-to-be Fed Chairman, argues that QE acts as a “reverse Robinhood,” boosting asset prices while widening inequality. In his confirmation remarks, he signals not a radical overhaul but a meaningful shift: questioning traditional inflation gauges like CPI and PCE and pointing toward alternative measures that show lower underlying inflation. If adopted, this reframing could justify a more dovish stance on rates. This isn’t a confirmed policy change yet, but an early signal of how the next Fed regime might think—and markets tend to price that shift well before it becomes official. 📺Full episode: Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
4-18-26 Candid Coffee – Ask Us Anything
2026-04-24
Markets remain volatile, but the bigger story is how investors navigate the transition from accumulation to retirement with confidence.
Richard Rosso & Jonathan McCarty tackle the real questions that matter most: how IRMAA works and how to plan around it, what fiduciary fees actually deliver, and how to think strategically about Roth conversions in the context of taxes, Social Security, and long-term income planning.
We also dig into practical retirement decisions—balancing debt versus continued contributions, managing multiple retirement accounts, handling IRA inheritance rules, and planning healthcare coverage before and after Medicare eligibility. For those entering decumulation, we break down how to determine a sustainable withdrawal strategy, avoid underspending, and use tools
4-23-26 Can Warsh Reshape the Fed?
2026-04-23
Kevin Warsh’s nomination hearing put Federal Reserve reform front and center. His vision challenges long-standing norms, raising key questions about how monetary policy could change—and what it means for markets.
What would a Warsh-led Fed mean for interest rates, inflation expectations, and market stability?
Lance Roberts & Michael Lebowitz break down the implications.
Key topics include:
0:00 – INTRO
1:04 – Kevin Warsh & Fed Reform; Technology at All-time High
5:47 – If You Missed the Rally…
10:32 – Temps in God’s Country
11:39 – Odds are Kevin Warsh Will Be Confirmed
12:22 – Misnomer: The Fed is Trying to Bail Out the Dollar
16:02 – All Money is Lent Into Existence
18:29 – Money Supply is Not a Gauge of Inflation
22:09 – Misunderstanding Leads to Poor Investing Decisions
23:19
3-10-26 The Benefits Talk Every Business Owner Needs
2026-03-10
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
3-9-26 Retail Investors Keep Buying Every War Dip
2026-03-09
Despite rising geopolitical tensions and constant headlines about the Iran conflict, the stock market has remained largely range-bound.
One key reason is aggressive retail dip-buying. Data from order-flow activity shows retail investors piling into stocks and ETFs at the highest levels in years, stepping in on nearly every pullback.
While the index appears flat, rapid rotations between value and growth are creating opportunities beneath the surface.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-20-26 Is a House Still a Good Investment in 2026?
2026-01-20
Is buying a house still a good investment—or has the market pulled too much future return forward? Lance Roberts & Jonathan Penn break down the housing investment debate through a time-horizon lens, comparing housing to stocks, examining historical “win rates,” and explaining why transaction costs, leverage, and holding period matter far more in real estate than most buyers realize.
0:00 INTRO
0:19 – Moving into the Heart of Earnings Season
5:36 – Markets’ Price Consolidation Breaks to the Downside
9:51 – Lance & Jonathan’s Weekend Recap
11:36 – Collegiate Investors – Be Careful of Risk
16:35 – Don’t Invest Your Student Loan Money!
18:40 – Buying a House for Rental or Residence?
21:13 – It’s Always Something
23:32 – Housing – Net Worth or Liability?
26:34 – Fitting a House into a
1-19-26 The Metric that Matters – The Michael Green Interview
2026-01-15
What really matters for markets in 2026—and why are most forecasts focused on the wrong metrics?
Lance Roberts visits with Simplify Portfolio Manager & Chief Investment Strategist, Michael Green, CFA, to examine the structural changes inside today’s markets that are reshaping price discovery, volatility, and risk. From the rise of passive investing and ETF dominance to the growing disconnect between fundamentals and flows, the mechanics of how markets trade have changed dramatically.
#MarketOutlook2026 #PassiveInvesting #ETFMarketStructure #FinancialNihilism
#MarketRisk #MichaelGreen
1-14-26 Why “Just Hold Forever” Isn’t a Good Strategy
2026-01-14
The market isn’t about to crash, but it is pressing against a rare, long-term resistance zone at historically high valuations. That raises the risk of lower future returns and periodic corrections.
In this Short video, Lance Roberts discussed why ignoring valuation and mean reversion can leave long-term investors short of their goals.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
11-22-25 How the Fed Controls Every Asset You Trade
2025-11-22
The Fed is now the single most important source of liquidity in every major market.
In this short video, Michael Lebowitz and I break down the key signals that reveal when liquidity stress is building and why they matter for every asset you trade.
📺Full episode: _r_I
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Tags: Featured,newsletter

























