Podcast Episodes
Back to Search
12-12-24 CPI Gives The Fed A Green Light For Rate Cut
Lance reviews a recent report about generational wealth transfers, and notes that his kids get NOTHING. Wednesday's CPI report was seemingly the last…
1 year, 6 months ago
12-10-24 Portfolio Rebalancing & High Valuation Risks
Post-election consumer confidence is rocketing higher. Inflation Data is coming: CPI & PPI which will be digested in time for next week's Fed meeting…
1 year, 6 months ago
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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 7 months ago