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Record Margin Debt: "The Blow-up Is Going To Be Spectacular" | Lance Roberts
Markets are super-saturated in speculation.
An important sign of this is that margin debt is at all time highs, and being used to purchase leveraged derivatives.
"This will end in tears" warns portfolio manager Lance Roberts.
We discuss the why & when of it, as well as the latest capital rotation underway, new risks to the AI bubble, oil prices and future inflation, Bitcoin's troubles, and of course Lance's firm's latest trades.
For everything that mattered to markets this week, watch this Market Recap.
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