by Lance Roberts
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| 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 |
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11-20-25 Wall Street Is Turning Bitcoin Into Just Another Volatile Asset
2025-11-20
The #Bitcoin original promise of decentralization is fading as ETFs like $IBIT pull it deeper into Wall Street’s ecosystem.
In this Short video, Michael Lebowitz and I discuss how short-term traders and arbitrage flows now drive more volatility, diluting true holders and turning $BTCUSD into just another tradable asset.
📺Full episode: _r_I
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Promised Recession…So Where Is It?
2025-10-03
Over the past three years, the economic conversation has been a “promised recession.” If you read the headlines, tracked economist surveys, or even listened to Wall Street strategists, you would have assumed a downturn was imminent. Many investors, bloggers, and YouTubers have had a “parade of horribles” promising a recession is just on the horizon.The logic was …
10/2/25 Valuations Don’t Matter… Until They Do
2025-10-02
Markets are trading at near all-time record valuations with little fundamental support.
Momentum is currently driving prices across all asset classes, but when earnings reality fails to match lofty expectations, valuations start to matter. And that’s when the music stops.
In this short video, I show why history warns against ignoring valuations and what it means for risk and returns ahead.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
9/26/25 2026 Growth Expectations Are Ahead of Reality
2025-09-29
Wall Street expects a broad earnings rebound (beyond MAG7) in 2026, but the data says otherwise.
In this short video, I discuss why hopes for strong economic growth—without stimulus, with weakening leading indicators, and with the yield curve still inverted—are ahead of reality.
Slowdown Signals: Are Leading Indicators Flashing Red?
2025-09-26
Lately, there’s been a growing sense of confidence among investors that the U.S. economy has dodged the proverbial bullet. Despite a historic rate-hiking cycle by the Federal Reserve, two years of stubborn inflation, and signs of strain in global trade, the dominant Wall Street narrative is now a curious mix of “soft landing,” “no landing,” …
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