Podcast Episodes
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5-1-25 What Is Up With Yields?
Bond yields are rising — but why now, and what does it mean for your investments? In this episode, we break down what's driving Treasury yields highe…
1 year, 1 month ago
4-30-25 Why is the Trade Deficit at Record Levels?
Why is the trade deficit at record levels? Lance Roberts breaks down the record-setting U.S. trade deficit and its far-reaching implications. From gl…
1 year, 1 month ago
4-29-25 Should You Stay the Course Now?
Should you stay invested during today's market volatility? Lance Roberts and Jonathan Penn dive into why staying the course could be your best long-t…
1 year, 1 month ago
4-28-25 Correction Continues - How Risk Management Protects Your Portfolio
The market correction continues, and understanding the value of risk management is more critical than ever. Lance Roberts breaks down why market vola…
1 year, 1 month ago
4-25-25 Wouldn't You Rather Roth
Are you contemplating a Roth IRA conversion in 2025? With potential tax rate increases on the horizon, now might be the optimal time to act. Richard…
1 year, 1 month ago
4-24-25 The Path Ahead - Soar, Stall, or Plummet?
Will the market soar to new heights, stall in uncertainty, or plummet into correction? Lance Roberts & Michael Lebowitz break down the key drivers th…
1 year, 1 month ago
4-23-25 Trump vs Powell - Should the Fed Chair be Fired
On today's show, Lance Roberts & Danny Ratliff dig into the growing tensions between Donald Trump and Fed Chair Jerome Powell. Should Trump fire Powe…
1 year, 2 months ago
4-22-25 If Spock Was Your Financial Advisor
We're not exactly going where no man has gone before, but a recent piece in Forbes.com caught our eye, and it's worth...exploring. Lance Roberts and …
1 year, 2 months ago
4-21-25 The Death Cross and Market Bottoms
Is the dreaded death cross a warning sign—or a buying opportunity? In this episode, I break down what the death cross really signals for the stock ma…
1 year, 2 months ago
4-17-25 Powell Rekindles Trump Feud
Markets could experience volatility today as options expire; healthcare stocks are also being sympathetic to UnitedHealthCare's unhealthy quarterly r…
1 year, 2 months ago