10-9-25 Recession & Bonds: What Happens When The Next Downturn Hits?

A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different?

Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices.

0:19 - US Dollar Impact on Multi-national Companies
3:32 - Expectations for Market Reversal
9:45 - The AI Chase & Circular Money Flow
13:17 - Investments are Based on Hopeful Future Demand
16:28 - The Question of The How & The When
19:12 - The Nvidia - AMD - OpenAI Conundrum
20:07 - Natural Gas is the Only Answer for next 5-years
22:02 - Markets Are Chasing Whatever Goes Up
24:24 - The Lesson for Diversifying
26:15 - Do Bonds Protect Investors in the Next Recession?
32:18 - Preview of Daniel LaCalle Interview
35:38 - Gold is Fueling Dollar Debasement
39:43 - All Asset Classes will Reverse Eventually
43:33 - Is This Time Different?
50:06 - Coming Attractions

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Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles Mentioned in This Video:
"Bear Market Losses – A Dangerous Illusion"
https://realinvestmentadvice.com/reso...
"Promised Recession…So Where Is It?'
https://realinvestmentadvice.com/reso...
"Bubble In AI: Echoes Of The Past, Lessons For The Present"
https://realinvestmentadvice.com/reso...
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Watch today's video on YouTube:
   • 10-9-25 Recession & Bonds: What Happens Wh...  
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The latest installment of our new feature, Before the Bell, "Calm Before the Crack? Fragile Markets Keep Rising Anyway,” is here:
   • 10-9-25 Calm Before the Crack? Fragile Mar...  

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Our Previous Show, "Markets, Money & Mindset: Live Q&A with Lance Roberts," is here:
   • 10-8-25 Markets, Money & Mindset: Live Q&A...  

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