7-13-26 Why Spotting Bubbles Is So Hard
About this episode
Lance Roberts discusses the complexities of identifying market bubbles and the behavioral biases that affect investor judgment.
Every investor wants to identify the next market bubble before it bursts, but history shows that's far easier said than done. Whether it's technology stocks, housing, cryptocurrencies, or today's Artificial Intelligence leaders, distinguishing a true speculative bubble from a powerful long-term investment trend is one of the greatest challenges in investing. Lance Roberts explains why bubbles are so difficult to recognize in real time, the behavioral biases that cloud investor judgment, and how to manage portfolio risk without relying on perfect market timing. 0:00 INTRO 0:51 - Bank Earnings Kick off This Week 4:50 - Market Complacency is High 11:34 - AI Capex Risk Cuts Both Ways 16:02 - The Multiplier Effect of AI Cap-ex Spending 18:39 - Productivity Growth Illustrated 22:19 - Why Spotting Bubbles is Difficult - The Paradox 24:56 - A History of Stock Market Bubbles 28:00 - Valuations & Market Drawdowns 30:42 - Four Horsemen of Financial Bubbles 34:03 - The Bubble Checklist: Momentum vs Mania 42:53 - How to Stay Invested 46:45 - Order of Liquidation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Do you…
More episodes of The Real Investment Show (Full Show)
- 7-21-26 Why Investors Keep Chasing What's Hot
- 7-20-26 Why Retail Traders Keep Losing
- 7-17-26 Roth Rules and Dividend Myths
- 7-16-26 Headwinds, Tailwinds, and Market Risk
- 7-15-26 Q&A Wednesday - CPI, Earnings, and Market Risks
- 7-14-26 Winning Less, Investing Better
Explore listener stats, chart rankings, contacts and more on the The Real Investment Show (Full Show) podcast page.