Podcast Episodes
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12-9-24 Why Earnings Can't Outgrow The Economy
Lance's Husbands' Christmas shopping warning service; markets are now in second week of sloppy trading. Portfolios out-of-balance will trigger volati…
1 year, 1 month ago
12-5-24 Is Another Liquidity Crisis Near
Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be …
1 year, 1 month ago
12-4-24 Time For A Portfolio Reality Check
Russia just learned of a near-miss from a passing meteorite...TONIGHT! Lance discusses GDP estimates and other economic reports; Retail Sales are "ok…
1 year, 1 month ago
12-3-24 What Excessive Leverage Teaches Us
Periods of extreme leverage and speculation are not new, and the outcomes have consistently been painful for unprepared investors. The late 1990s dot…
1 year, 1 month ago
RIS 12-2-24 Extreme Speculation Has Returned
Welcome back from Thanksgiving break: Is it time to initiate Christmas Bonds to help Retailers? While markts have performed well, expect some sloppin…
1 year, 1 month ago
11-26-24 Why Credit Spreads Matter
Credit spreads can greatly assist in determining the risk of a correction or bear market by reflecting the perceived risk of corporate bonds compared…
1 year, 1 month ago
11-25-24 Markets Look for a Holiday Rally
Thanksgiving week is spread out before us like a serving table laden with food: Markets will trade in a holiday-shortened week with moods of expectat…
1 year, 1 month ago
11-21-24 Will Trump Tariffs Be Inflationary
A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on c…
1 year, 1 month ago
11-20-25 Wall Street Lowers 2025 Expectations - Should You Be Concerned
It's Nvidia Day--markets will respond accordingly tomorrow. Expectations are high for earnings and forward guidance. Analysts are generally looking f…
1 year, 1 month ago
11-19-24 Yardini & The Long History of Prediction Problems
WalMart reports it's close to profitability; expect some market chop this week; NVIDIA reports Wednesday evening, and markets will respond on Thursda…
1 year, 1 month ago