Get Out Or Buy The Dip? | Lance Roberts

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Oct 18, 2025

This conversation features Lance Roberts, a savvy portfolio manager and market commentator known for his expertise in macro analysis. He dives into the recent credit contagion fears ignited by 'cockroach' corporations, the unpredictable impacts of political tweets on the markets, and the surge of precious metals. Lance discusses tactical portfolio adjustments in light of market volatility while highlighting the importance of technical analysis. He sheds light on managing momentum risk and the risks associated with consumer credit, offering insights for navigating today's complex financial landscape.

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ADVICE

Trim Exposure When Momentum Peaks

Reduce risk when market advances get long and volatility is unusually low.
Rebalance and add defensive names to protect portfolios during corrective phases.

INSIGHT

Private Credit Shows ‘Cockroach’ Risk

Private credit growth creates opaque risk that materializes as isolated defaults first.
Early defaults ("cockroaches") may signal wider pockets of stress but not necessarily systemic contagion.

ADVICE

Cut Regional Bank Credit Exposure

If concerned about regional-bank exposure, sell or reduce credit holdings before spreads widen.
Prefer large-cap banks and diversify among well-capitalized financials instead of vulnerable regionals.

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Well, this week certainly was not a dull one.It saw growing fears of credit contagion from "cockroach" corporations as the fallout from TriColor and First Brands now spreads to regional banks.The President whipsawed markets with a "yes, we are/no, we aren't" barrage of tweets on a trade war with China.Bitcoin and the crypto complex took their lumps, while the precious metals skyrocketed to all-time highs.Is the heightened uncertainty reason to sell? Or a buying opportunity?For everything that mattered to market this week, watch this Market Recap.

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