2-25-26 Q & A Wednesday: Straight Talk About Your Money
2026-02-25
Welcome to Q & A Wednesday: Straight Talk on Your Money — a live, unscripted Q&A show pulled directly from our YouTube chatroom. No canned slides. No rehearsed talking points. Just practical, plain-English answers to real-world money questions with Lance Roberts and Danny Ratliff.
Lance & Danny tackle topics like retirement planning, Roth vs. traditional decisions, tax-smart withdrawal strategies, Social Security timing, portfolio risk management, diversification, income planning, cash vs. investing, debt payoff frameworks, and how to think through market volatility without wrecking your long-term plan. We also discuss the “why” behind common financial rules of thumb—what holds up, what doesn’t, and how to tailor decisions to your situation.
Hosted by RIA Advisors Chief Investment
Is China Really Dumping US Treasuries?
2026-02-23
“China is dumping US Treasuries to get out of the dollar.” This claim has been circulating the mainstream feeds lately, with the narrative that the “end of the dollar is near,” or “the US will lose its funding base” and the “bond yields will surge.” But are those claims valid? Such is what we will …
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4 Percent Inflation: The Case For And Against
2026-02-20
In a recent white paper, The Risk Of Higher US Inflation In 2026, Adam Posen and Peter Orszag argue that inflation could exceed 4 percent by year’s end. To wit, they lead the article as follows: In our view, however, this optimism is premature. We think it is more likely that inflation will surprise to …
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2-19-26 Dalio at Davos: Calm Markets, Hidden Currents
2026-02-19
Ray Dalio’s Davos comments aren’t a “next-week collapse” call—they’re a long-cycle warning: rising debt supply can eventually force higher yields and tough policy trade-offs. Meanwhile, the S&P 500 looks calm on the surface, but sector/factor dispersion and low correlations show a fierce rotation under the hood. Lance Roberts & Michael Lebowitz examine the calm index ≠ calm market—watch dispersion and correlations for the next regime shift.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
0:00 – INTRO
0:19 – Economic Reports Show Benefits of AI Data Centers
5:17 – Why The Dow Jones Index Matters Now
9:20 – WalMart Quarterly is Proxy for Staples
12:30 – Why WalMart Valuation
1-7-26 Let’s Talk About Venezuela, Oil Prices & Energy Stocks
2026-01-07
Energy stocks $XLE are running ahead of oil fundamentals, and that gap won’t last forever.
In this Short video, Lance Roberts explains how Venezuela, supply risk, and slowing demand could push #crudeoil prices lower and force energy stocks to catch up.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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