About this episode

Lance Roberts discusses the current S&P 500 rally and advises against chasing it, while exploring various market influences.

The S&P 500’s recovery rally is now the fastest since 1982.While a "face-ripping" rally is what portfolio manager Lance Roberts had been expecting to happen, he advises investors not to chase it at this point.He thinks it more likely that a pull-back will happen soon, to higher lows, providing a better buy-in opportunity compared to today's prices.We discuss this, as well as his latest thoughts on the Iran war's potential to continue to influence asset prices from here, whether the reflation trade is back on, what's happening in private credit, as well as his firm's latest trades.For everything that mattered to markets this week, watch this video. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#iranwar #marketrally #privatecredit _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors…

People in this episode

Host: Adam Taggart

Guest: Lance Roberts

Topics covered

• market rally
• investment strategy
• asset prices
• private credit
• financial advice

Keywords

• S&P 500
• market rally
• investment advice
• private credit
• Iran war

Sponsors

Thoughtful Money

Mentioned in this episode

Organizations: Thoughtful Money

Places: Iran

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• The Global Rush For Physical Gold & Silver Is Going Into Overdrive | Andy Schectman · April 22, 2026 · 1h 4m
• Stagflation Dead Ahead From Global Oil Price Shock | Chance Finucane, @OxbowAdvisors ​ · April 21, 2026 · 1h 12m
• Miracle Turnaround? The US Industrial Economy Is Now Booming DESPITE High Oil Prices | Craig Fuller · April 19, 2026 · 1h 18m

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