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Podcast: The Real Investment Show (Full Show)
Episode: 12-8-25 Bullish Case or Bearish Backdrop - The Real Market Setup for 2026
Description: Lance Roberts looks at both sides of the Market Cycle—the bullish liquidity-driven momentum and the bearish fundamental weaknesses. With support and resistance levels tightening around the S&P 500, and the Fed meeting, economic data, and major earnings directly ahead, investors must prepare for a market that could swing in either direction in 2026.
0:00 - INTRO
0:18 - Markets Set up for Santa Claus Rally
5:30 - Expect Sloppy Trading This Week
11:22 - Economic Summit, Elf on a Shelf, & Baylor Dating
14:42 - Market Outlook for 2026
16:36 - The Case for Bullishness
21:29: The Bullish Backdrop
24:13 - The Case for Bearishness
27:52 - Stress in Credit markets
28:36...