by Lance Roberts
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| The Federal Reserve held interest rates steady at 3.5%–3.75%, but the bigger story may be what comes next. Powell announced he plans to remain on the Federal Reserve Board as a governor after his term ends—an unusual move that limits a potential board vacancy and keeps his influence in play. Lance Roberts & Michael Lebowitz examine what this means for monetary policy, market expectations, and the timing of future rate cuts. #FederalReserve #InterestRates #JeromePowell #MonetaryPolicy #StockMarket |
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4-15-26 Q&A Wednesday: Markets, Taxes, and Your Money
2026-04-15
It’s Q&A Wednesday, and with Tax Day here, we’re tackling your biggest questions on markets, taxes, and financial strategy in real time.
Lance Roberts & Danny Ratliff field questions, from navigating today’s market volatility to making smart, last-minute tax decisions, this episode is driven by what matters most to you. We break down current events, investor concerns, and practical steps you can take right now to stay on track.
Key topics include:
0:00 – INTRO
1:03 – Markets Climb Higher
3:01 – Watch Sentiment, Fear-Greed Index
6:38 – Markets Rally Back to All-time Highs
10:42 – How Do Money Flows Work?
13:34 – What is the Next Resistance Level?
15:08 – Risk Bucket Strategies & Goal Scooping
19:13 – At Age 70, Holding or Managing?
21:27 – Long Bonds – Investing or Trading?
25:34 –
The Market Knows What You Don’t
2026-04-13
A client and friend asked us a timely question: “Why did we remove our hedge position so quickly after the ceasefire, especially with little evidence it will hold?” The simple answer is the market knows more than all of us. Market prices are based on all available information. Some of the information is widely known, …
2-21-26 Ray Dalio Isn’t Predicting a Collapse — Social Media Is
2026-02-21
Social media reactions to recent comments made by Ray Dalio at the World Economic Forum in Davos are exaggerated and misrepresented.
He is not predicting imminent hyperinflation or a dollar collapse. He is reiterating a long-term structural warning about unsustainable debt growth relative to economic growth.
In this Short video, Lance Roberts & Michael Lebowitz discuss that history shows that high debt levels do not automatically lead to immediate collapse.
The U.S. economy continues to grow and evolve, and debt must be viewed within a broader balance sheet framework rather than through headline-driven panic.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-8-26 Markets Don’t Need a Crash to Go Down in 2026
2026-01-08
Markets don’t need a crash to go down in 2026—valuation compression alone can do the damage.
In this Short video, Michael Lebowitz and I discuss why stretched multiples, normal volatility, and rotation risk matter more than bullish forecasts.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-5-26 Don’t Just Bet on Upside — Prepare for Any Outcome
2026-01-05
The outlook for 2026 hinges on how valuations and economic growth play out.
In this Short video, I cover multiple $SPX year-end scenarios and explain why managing ranges matters more than betting on a single target.
📺Full episode: -Z7mJI
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
The Bearish Bond Narrative Fades
2025-11-14
Not that long ago, bond yields were rising as concerns over deficits, inflation, and a series of bad Treasury auctions were paraded through the media. We bring this to your attention as the Ten-year Treasury auction on Wednesday was on the weaker side, yet the bond market reaction was minimal. Additionally, government deficits are just …
11-13-25 QE Is Coming: Why Fed Liquidity Now Runs the Entire Market
2025-11-13
The scent of QE is back.
With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s clear: the liquidity cycle is turning again.
But the real question is why markets have become so dependent on the Fed in the first place.
Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system.
0:00 – INTRO
0:20 – Government Shutdown Concludes – Deluge of Data to Follow
3:04 – Dow 48,000
9:43 – Will the Fed Cut Rates?
13:21 – Why the Rush to Cut Rates?
17:14 – What’s Causing Turmoil at the Fed?
20:42 – What Changed w Bank
50 Year Mortgages: Pros And Cons
2025-11-12
President Trump proposed, with the full support of Federal Housing Director Bill Pulte, that homeowners be allowed to take out 50-year mortgages. The goal is to make housing more affordable, especially for younger generations who lack real estate equity and face high home prices and elevated mortgage rates. Read more about the sad state of …
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