by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| 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 |
You Might Also Like
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,” …
8-5-25 Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves
2025-08-05
IIn this episode of Two Dads on Money, Lance Roberts & Jonathan Penn dive into how Millennials find financial advice in today’s digital world. From TikTok influencers to YouTube financial experts, and from Reddit forums to traditional financial planners, where should Millennials really turn for smart money guidance?
Lance reviews Monday’s Market action, Eurozone vs U.S. economic growth expectations, and Palantir’s earnings report. Millennials are getting a lot of financial information from AI, which is nothing more than GroupThink. Why the F.I.R.E. movement failed; retirement is boring; entrepreneurism and the realities of running your own business. Pro’s & con’s of Capitalism (it’s not broken).
0:18 – Markets Stage Two 1% Moves in Two Days
9:06 – Two Dads on Money – Where
Bull Streak Ends As August Begins
2025-08-04
As the turn of the calendar occurred on Friday, the bull streak for the market since the April lows ended. Such was not unexpected, and the correction has been a topic of discussion in our #DailyMarketCommentary over the last two weeks. To wit: “While the overall backdrop remains bullish, including stable economic growth and earnings, …
7-31-25 The Fed Holds Firm
2025-07-31
The Federal Reserve holds interest rates steady in its latest policy meeting, signaling a firm stance amid inflation concerns, and despite unchecked market bullishness. Lance Roberts & Michael Lebowitz break down what the Fed’s decision means for investors, the economy, and your portfolio. AI datacenter buildouts are showing up in economic data…but, the 3% GDP print has a more dire undertone: Strip out the build outs, and the economy is weaker than it appears. Is dissention among Fed governors politically motivated, or being economically cautious? Home prices are declining; housing is like an economic pyramid (NOT a pyramid scheme!) The AI buildout is skewing economic data. The bulk of market positivity bs being driven by only a few, large companies; any iss by Amazon or Apple reported
Tags: Featured,newsletter
