Lance Roberts

What Lance Roberts has said on podcasts

83 statements

1. on Value investingPositiveOct 10, 2026· Thoughtful Money with Adam Taggart

   Market performance divergence supports rotating portfolios toward value stocks.

   “this argued for that rotation to value”

   Listen at 12:30

   Open the episode · Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts
2. on S&P 500 market cap weighted indexPositiveOct 10, 2026· Thoughtful Money with Adam Taggart

   Fourth-quarter returns average about 6.6% in midterm election years under stated conditions.

   “The fourth quarter tends to yield about a 6.6% average rate of return in a mid-term. election year.”

   Listen at 15:39

   Open the episode · Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts
3. on Midterm election-year market returnsPositiveOct 10, 2026· Thoughtful Money with Adam Taggart

   Sixteen of the last nineteen midterm years had positive market returns.

   “Out of the last 19 midterm years, 16 were positive, three were negative.”

   Listen at 15:59

   Open the episode · Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Oct 10, 2026Roberts sees value and bonds broadening a tech-led marketThoughtful Money with Adam TaggartOct 10, 2026Guest
• Oct 3, 2026Bond yields test investors as markets hide deeper weaknessThoughtful Money with Adam TaggartOct 3, 2026Guest
• Sep 26, 2026High bond yields expose weakness beneath resilient indexesThoughtful Money with Adam TaggartSep 26, 2026
• Sep 22, 2026Wellum urges Canada to repair capitalism and deepen U.S. tiesThoughtful Money with Adam TaggartSep 22, 2026
• Sep 19, 2026Higher yields force investors to rethink equity riskThoughtful Money with Adam TaggartSep 19, 2026Guest