
6-3-26 Q&A Wednesday Market Momentum Slows
From The Real Investment Show (Full Show) by Lance Roberts
June 3, 2026 · 55 min
About this episode
In this Q&A episode, Lance Roberts addresses various investing and market-related questions from listeners.
It's Q&A Wednesday, where we tackle your investing, retirement, market, and economic questions live. Today's topics include whether defense and drone companies remain attractive investments, if weak cryptocurrency performance is a warning sign for broader markets, how Kevin Warsh could impact interest rates and financial markets, and what size correction would warrant deploying additional cash. We also discuss investor psychology, risk versus reward for re-entering markets, whether investors need to put money to work immediately, building income-generating portfolios with municipal bonds, reserve currency concerns, opportunities in micro-modular nuclear reactors, SimpleVisor portfolio positioning, the semiconductor gamma squeeze, saving and investing excess income, the true cost of homeownership, and using options strategies to manage portfolio risk. Here's a topical rundown of today's show: 0:00 - INTRO 6:27 - Market Acceleration is Slowing 11:57 - Looking at Defense/Drone Companies 13:07 - Is the Poor Performance of Cyber Currencies a Harbinger of Things to Come? 18:24 - Will Kevin Warsh Raise Rates (and how will markets react)? 21:22 - How Large a Correction Would Trigger Cash…
People in this episode
Host: Lance Roberts
Topics covered
- Market Momentum
- Investing Strategies
- Cryptocurrency Performance
- Interest Rates
- Investor Psychology
- Income Generation
- Portfolio Risk Management
Keywords
- market momentum
- investing
- cryptocurrency
- interest rates
- investor psychology
- municipal bonds
- portfolio risk
Mentioned in this episode
Organizations: SimpleVisor, Defense/Drone Companies, Cyber Currencies, Municipal Bonds, Micro-Modular Nuclear Reactors, Semiconductor
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