by Lance Roberts
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| AI is changing how consumers discover businesses, make decisions, and trust information. Lance Roberts visits with Joseph Levi, Co-founder & CEO of Noise Media, about how advertising inside AI platforms like ChatGPT and Claude.AI could reshape marketing, SEO, and brand building. #AIAdvertising #ChatGPTMarketing #FutureOfSearch #DigitalMarketingStrategy #AIForBusiness |
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2-13-26 529 Leftovers, Retirement First, & the Real Cost of Cars
2026-02-13
What happens when the “perfect” plan doesn’t happen—your kid skips college, your retirement clock is ticking, and the family budget gets ambushed by costs you never saw coming?
Jon Penn and Jonathan McCarty connect three real-world money stress points that are showing up everywhere right now:
1) The kid isn’t going to college—now what about that 529?
2) Retirement vs. college: the household tug-of-war
3) Hidden car ownership costs: the budget killer after the dealership
0:00 – INTRO
0:21 – Market Futures & Precious Metals
2:33 – Rising Costs of automobiles & maintenance
5:27 – Rising Cost of Auto Insurance
10:45 – Kids’ First Cars & Replacements
15:14 – What Happens to 529 Plans Leftover?
22:11 – The Increased Cost of Education
26:39 – Construction Technology
28:26 – Rolling 529 Funds
The Value Rotation Illusion
2026-02-11
“Value is back in vogue”, the media claim. Investors are rushing out of the high-flying mega-cap tech stocks and into the boring staples, utilities, and healthcare stocks. Given the huge outperformance of value stocks versus growth stocks, it appears investors are going all in on the value rotation. What some of these investors don’t know …
The Seen And The Unseen Of QE-RMP
2025-12-22
In 1850, Economist Frederic Bastiat famously wrote an essay entitled “That which is seen, and that which is not seen.” The first chapter, “The Broken Window,” argues that good economics requires considering not just the immediate, visible effects of an action but also the delayed, less obvious (unseen) consequences. Unfortunately, most commentators, when asked about …
12-18-25 Is the 60/40 Portfolio Dead? Global Risks & Opportunities
2025-12-18
For decades, the 60/40 portfolio—stocks and bonds—served as the foundation of balanced investing.
Lance Roberts and Michael Lebowitz examine the growing global forces reshaping markets. While Wall Street has remained fixated on AI hyperscalers, major developments abroad are increasingly driving returns and risk.
0:00 – INTRO
0:19 – Inflation Report Preview – Where’s the Fed’s Soft Landing?
3:05 – Markets working Through the Chop
9:56 – Top 10 Christmas Movies
13:24 – Inflation Expectations (Preview)
14:35 – The Fed Ends QT
20:35 – JP Morgan’s Liquidity Crunch
22:53 – Is the Economy Slowing More than They Think?
24:03 – Is the 60/40 Portfolio Model Dead?
26:07 – CAPE-10 Predictions
27:05 – The All-weather Portfolio – Why to Own Bonds
31:31 – Double Digit Environment is Unsustainable
11-3-25 The Pavlovian Market: How Fed Trained Investors To Take Big Risks
2025-11-03
Markets got addicted to the Fed.
In this Short video, I explain how years of interventions created a Pavlovian market where traders take bigger risks, expecting the Fed to save them every time — the essence of moral hazard.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Gold Or Bitcoin: Which Is The ‘Right’ Dollar Hedge?
2025-10-28
Gold and bitcoin are touted as the “anti-dollar”, or in some people’s minds, possible replacements for the US dollar. Thus, one would expect the dollar-debasement trade to benefit gold and bitcoin similarly. The reality throughout this year has not been what many would expect. For example, gold is up over 50% this year, while bitcoin …
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