10-23-25 Dollar Debasement - Reality Or Dangerous Narrative

10-23-25 Dollar Debasement - Reality Or Dange...

Up next

1-13-26 The Economic Reflation Narrative Is Back

The economic reflation narrative is back—but is it durable or just another market storyline driven by optimism and liquidity? Lance Roberts explains what investors mean by “economic reflation,” why markets are once again pricing in stronger growth, and which data points are reinf ...  Show more

1-12-26 Investor Lessons From 2025 for 2026

Markets opened 2026 with early gains, improving breadth, and a rotation toward value—but mixed fundamentals and elevated expectations remain beneath the surface. Lance Roberts reviews key investor lessons from 2025 that matter most as we head into 2026. We review what worked, wha ...  Show more

Recommended Episodes

Why This Legendary Investor Says We're in a Stock Market Bubble
WSJ's Take On the Week

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they explore the disconnect between potential economic warning signs and the market’s ...  Show more

Is the International Outlook Brighter Than the US?
Investing Insights

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morning ...

  Show more

Market Volatility: What Lies Ahead in Trump's Trade War
Investing Insights

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.

Key Takeaways:

What an Escalating ...

  Show more

JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ...  Show more