by Lance Roberts
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| We’re nearing the end of a remarkably long secular bull market. In this short video, I explain why the next phase is usually a long period of sideways, volatile returns as valuations reset and the market shifts into a secular flat regime. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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TPUs Or GPUs: Is Nvidia’s Moat Eroding?
2025-11-26
Markets have priced Nvidia as the clear winner in AI chip production. To some, its moat appears impenetrable. Google’s developments suggest there may be some competition. Google has been training and serving its AI platform with in-house tensor processing units (TPUs). These chips are more cost-effective and power-efficient than Nvidia’s GPUs. By using TPUs in …
10-8-25 Retail Inflows Hit An All-Time Record – The Top Is Near?
2025-10-08
Retail investors just poured record amounts into the market, much of it fueled by margin debt. Liquidity and FOMO are driving prices higher.
In this short video, I explain why this kind of late-cycle euphoria often appears right before markets peak.
Full episode: _Iqu1g
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-2-25 Who Needs the BLS:? Shutdown Silences Jobs Report
2025-10-02
The government shutdown has silenced the Bureau of Labor Statistics, leaving investors without the monthly jobs report. But does Wall Street really need the BLS to keep moving?
Lance Roberts & Michael Lebowitz explore what happens when government labor data goes missing, how traders adapt, and what alternative indicators might offer clues about the state of the economy. Lance and Mike also examine valuation metrics in the markets, and discuss claims that interest rates are still too high. Can the "AI Effect" sustaining markets and the economy continue into 2026?
0:19 – What the Economic Surprise Index is Saying
4:29 – Markets Hit All-time High. Again.
9:30 – When P/E Ratios are Elevated
12:25 – 1999 Valuations vs Now
13:52 – Is the AI Excitement Worth It?
17:47 – The Risk of
A Dollar Reversal Could Halt The Gold Bull
2025-10-02
In Monday’s Commentary, we alerted readers that the dollar could be setting up for a reversal higher. Furthermore, we noted that if such a turn comes to fruition, some investors may encounter surprises. To wit: As such, investors should examine their portfolios for risks that have developed with the reversal of the previously overbought dollar, to …
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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https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
6-16-25 Market Effects of Iran-Israel Conflict
2025-06-16
[NOTE: This is a "color-corrected" verson of our second show segment this morning, which unfortunately had audio issues.]
Lance Roberts breaks down the latest developments in the Iran-Israel conflict and what they mean for global markets: Be careful of headlines and re-allocating capital based on the "news of the day." By the time this show had aired, markets had already moved past the news of Israel’s pre-emptive attacks on Iran’s nuclear and military facilities. Meanwhile, Markets are still consolidating. Investors should not necessarily look for a better price, but for a better risk/reward opportunity.
RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today’s full video on YouTube:
6-11-25 The Private Equity Story
2025-06-11
This is an abridged selection from a previous show; we think the information bears repeating, even as the SEC is considering lifting restrictions from some investments that require a certain level of liquidity and financial savvy. The SEC is discussing the elimination of "accredited investor" status in order to allow individual (retail) investors to enter the private equity arena. Lance and Jonathan thoroughly discuss the pro’s and con’s of this initiative: The supply/demand dynamics of private equity and the value of scarcity; the problem of private equity and liquidity & capital calls. In the "democratization" of private equity, what could possibly go wrong? The ugly reason behind Blackrock’s quest for your retirement funds; the issue of mark-to-market pricing, and the lack of
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