Podcast Episodes
Back to Search12-4-25 Fed Regime Change: Is Groupthink Finally Ending?
Is the era of Fed groupthink finally coming to an end? For over a decade, the Federal Reserve has operated under a powerful consensus framework—one where dissent has been rare and the Chair's view ha…
Published on 3 weeks ago
12-4-25 Volatility May Precede Santa Claus Rally | Before the Bell
Markets rallied on Wednesday before selling off into the close, but technically this is all normal behavior. After a mild 5% pullback in early November, stocks are simply consolidating gains from the…
Published on 3 weeks ago
12-3-25 Trump Accounts Explained: Who Qualifies for the Dell Deal?
What exactly are Trump Accounts, and who qualifies under the new expansion backed by Michael and Susan Dell's $6.25 billion donation? Lance Roberts and Danny Ratliff break down how the Dell Deal work…
Published on 3 weeks, 1 day ago
12-3-25 Overbought vs Oversold: The Big AI Stock Shakeout | Before the Bell
AI stocks inside the Mag-7 are no longer moving in unison. We're now seeing a clear split between the names that are extremely overbought and those entering oversold, opportunity-driven territory. Ap…
Published on 3 weeks, 1 day ago
12-2-25 Q&A LIVE: Ask Us Anything About Markets & Money
Welcome to our LIVE Q&A session! Lance Roberts is taking your questions directly from the YouTube live chat—covering markets, investing, retirement planning, inflation, interest rates, the Federal Re…
Published on 3 weeks, 2 days ago
12-2-25 Markets Base Up as Bitcoin Builds a Bottom | Before the Bell
Markets kicked off the first trading week of December with a weak open but rallied off the lows. Despite some early sloppiness, the major indices remain well-above their 100-day moving average, and t…
Published on 3 weeks, 2 days ago
12-1-25 Bear Markets Are a Good Thing
Most investors fear bear markets—but history shows they play a critical role in building future returns. In this episode, Lance Roberts explains why market declines are not only normal, but necessary…
Published on 3 weeks, 3 days ago
12-1-25 The Problem With Waiting for Corrections | Before the Bell
Should you wait for a 5% correction before putting money to work? In today's pre-market update, Lance Roberts explains why waiting for the "perfect pullback" is one of the most costly mistakes invest…
Published on 3 weeks, 3 days ago
11-28-25 Black Friday Special Edition
It's a cornucopia of content episode for this Friday following Thanksgiving, and Richard Rosso and Jonathan McCarty bemoan the demise of the U.S. Penny, the fallacy of risk tolerance questionnaires, …
Published on 3 weeks, 6 days ago
11-27-25 Thanksgiving Day Special - Market Cycles, Tariff Checks, & 50-Year Mortgages
Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure all point to a simple truth: Every bull market is …
Published on 4 weeks ago