Podcast Episodes
Back to Search12-12-24 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, 3 months ago
12-12-24 The Pressure is On the Markets
Markets sold off towards the 20-DMA on Monday and Tuesday, as part of the portfolio rebalancing that normally occurs this time of year. Under-perform…
1 year, 3 months ago
12-10-24 Portfolio Re-balancing & 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, 3 months ago
12-10-24 Will the Markets Re-balance?
happen to the top 10-20% of the Russell 2000: All those high-momentum stocks that were up 50- to 90% this year were sold off because they were over w…
1 year, 3 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, 3 months ago
12-9-24 Setting Up to Rally
Markets performed well last week, continuing to rise to new highs on Friday. There is now a huge deviation from moving averages, so there's a real ri…
1 year, 3 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, 3 months ago
12-5-24 Bitcoin Hits $100,000
The Big news overnight is that Bitcoin hit $100,000 with President-election Trump's appointment of pro-cryptonian, Paul Atkins, to return as SEC Chie…
1 year, 3 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, 3 months ago
12-4-24 What to Expect for the Rest of the Year
What should you anticipate for your market playbook as 2024 comes to an end? The S&P has continued its steady trend along the 20-DMA, with a few test…
1 year, 3 months ago