by Lance Roberts
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| In this Short video, I cover leverage, $GLD key support, the seasonality tailwind, liquidity and sentiment trends, Fed policy context, and valuation vs. narrative — everything you need in one visual market update. 🐦Follow me on X: https://x.com/LanceRoberts 📺Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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AMD Surges: Nvidia Competition Heats Up
2025-10-07
Advanced Micro Devices (AMD) stock opened up by nearly 35% on Monday morning, following reports that OpenAI is acquiring a 10% stake in AMD. As part of the agreement, AMD will supply OpenAI with 6 gigawatts of AMD’s Instinct GPUs.
Corporate Prices Lead Consumer Prices
2025-10-06
The following discussion is courtesy of Paul Mortimer Lee, as provided by Albert Edwards of Societe Generale. Paul makes an interesting case that PCE prices, the Fed’s primary gauge of inflation, are likely to decline. Supporting his view is a relatively wide and growing gap between the prices witnessed by the non-financial corporate business sector, …
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
8-11-25 The Impact of Adult Pacifiers on Workplace Productivity
2025-08-12
During this morning’s live-stream, Lance Roberts was distracted by a story on FOX about a new trend of using adult pacifiers to quell workplace stresses. That’s not going to fly around here…
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
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6-12-25 Inflation Cools
2025-06-12
May CPI surprised with a "cooler" print on inflation, begging the question of what the Fed will do next. Lance Roberts & Michael Lebowitz break down the CPI report, reveal what’s driving the slowdown in some consumer prices, and explore what it means for interest rates, your portfolio, and the broader economy. Who’s going to end up "eating" the tariff-related increases? A clue may appear in the PPI reading. April saw a massiv surge in stock buy backs; that window will soon close. Lance and MIchael discuss the initial effects of tariffs on the economy; consumer choice is a factor that should not be ignored. For investors, the key is focusing on what really matters (earnings) vs the popular narratives de jour. Markets have all the information, but investors sometimes allow sentiment to
Deficits And The Tradeoffs Required To Fix Them
2025-06-11
By falling significantly short of its intended savings goals, the DOGE program underscores the substantial challenges that hinder efforts to reduce federal spending and cut the deficit. Furthermore, its failure suggests that a more expedient way to reduce the deficit might be to increase federal revenue. Thus, we pose the simple hypothetical question: What if …
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