5-14-25 The Equity Chase is On

As markets climb higher, investors are rushing back into stocks. But is the chase for equity returns grounded in fundamentals—or just FOMO? Lance Roberts & Danny Ratliff dive into the sudden surge in equity markets and the renewed appetite for risk. Is this rally sustainable—or are investors simply chasing performance at the top? What’s fueling the stock market rally in 2025, how is sentiment shifting, and why chasing returns in bull markets can be dangerous without a disciplined investment strategy. Lance & Danny also explore portfolio positioning and risk management tips that can help you stay grounded amid the hype. How to get back into the market? Is a bid to offer 4 X leverage for retirement accounts a good idea? What changes our thesis about Bonds?  Whether you’re managing your own money or working with an advisor, now’s the time to revisit your equity exposure and prepare for what comes next. SEG-1: Do We Sell in May & Go Away? SEG-2: How Do We Get Back In? SEG-3: 4 x Leverage for 401k? SEG-4: What Changes our Thesis on Bonds? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=1zRtjeKGJ7o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mention in this show: "A Bear Market Rally?" https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/ ------- The latest installment of our new feature, Before the Bell, "Markets Turn Positive for the Year...barely" is here:  https://www.youtube.com/watch?v=Dp2bd5BsGmE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is Tariff-driven Volatility Over?" https://www.youtube.com/watch?v=t5U_4ulK_Pw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #MarketPullBack #Mag7Stocks #StockMarket2025 #StockMarketRally #EquityOutlook #BullMarket2025 #InvestmentStrategy #MarketRally #MarketConsolidation #MarketPullBack #PatiencePays#MarketRally #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #InvestingAdvice #Money #Investing