Episode Details
Back to Episodes
1-29-26 Market Risks Behind Powell’s “Nonrestrictive” Stance
Published 2 months, 2 weeks ago
Description
The Federal Reserve is holding interest rates steady, keeping policy in a 3.5%–3.75% range.
Lance Roberts and Michael Lebowitz examine how markets are reacting to Chair Jerome Powell’s message, and break down what the Fed is signaling—and why it could fuel market volatility ahead.
0:00 - INTRO
0:19 - Mega Reports & Fed Fallout
4:31 - Markets Struggle after 7,000
9:33 - Inflation, Truflation, & Labor
14:14 - Chances of Rate Changes Higher or Lower?
16:44 - Current Growth Spurt is Unsustainable
19:10 - No Mention of QT/QE
21:10 - Citadel Securities; Risk-on Indicator
23:14 - Margin Debt is Bullish for Markets
26:13 - Liquidity Shifts & Fed Watching
29:15 - Geopolitics, Mid-term Elections & Potential Gov't Shutdown
31:42 - Why Fed Policy Matters
34:02 - Are We In an AI Bubble
35:53 - Favorite Search Engine Rankings - Then & Now
38:23 - The AI Boom vs the Dot-com Bubble
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
-------
Watch Today's Full Video on our YouTube Channel:
https://www.youtube.com/watch?v=1vX2vPQQp28
-------
Articles Mentioned in Today's Show:
"AI Bubble: History Says Caution Is Warranted"
https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/
-------
Watch our previous show, "Q&A Wednesday, the YouTube Chatroom Free-for-all," here:
https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
--------
The latest installment of our new feature, Before the Bell, "Markets Stall at 7,000: Breakout or Bull Trap?" is here:
https://www.youtube.com/watch?v=meTHta-tC1o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Get more info & commentary:
https://realinvestm entadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#MarketOutlook #TechnicalAnalysis #RiskManagement #MarketSpeculation #InvestorDiscipline #FederalReserve #JeromePowell #InterestRates #MarketOutlook #MonetaryPolicy