Podcast Episodes
Back to Search12-16-24 Why NFIB Optimism Matters
Microstrategies joins the S&P 100 (just in time to crash?) Bitcoin continues to climb. The FEd will cut rates on Wednesday, but it's commentary and o…
1 year, 6 months ago
12-16-24 Oil Prices Continue to Struggle
Lots of volatility in the markets last week, as expected; we're still on a short-term sell signal. Volatility is expected to continue this week, at l…
1 year, 6 months ago
12-13-24 Looking Ahead to 2025: Realize Gains ro Change Exposure?
Markets are setting up for a Santa Claus Rally; inflation pressure remains. What will the Fed do next week, and what will Powell SAY? The impact of t…
1 year, 6 months ago
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
12-12-24 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, 6 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, 6 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, 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
12-9-24 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, 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, 7 months ago