Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

9-18-25 No Risk-free Path for the Fed

42:36
 
Share
 

Manage episode 507205806 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty. Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy. Why Powell’s words may matter more than the rate cut itself. The risks of inflation, slowing growth, and financial instability in the months ahead. 📈 Whether you’re an investor, trader, or just watching the markets, understanding the implications of Fed policy is critical. SEG-1a: Something for Everyone from the Fed SEG-1b: Markets Sell-off and Rally to Break-even SEG-2a: The Fed's "Risk Management" Move SEG-2b: Is the Fed Too Restrictive or Accommodative SEG-2c: Nvidia + Intel Market Boost SEG-2d: Dealing w Bad Data SEG-2e: Is the Economy Okay? SEG-2f: Cap-ex vs Consumer Spending SEG-2g: The Fed's Quarterly Projections SEG-2h: Fed Outlook not Good for Risk Assets SEG-2i: There is No Real Safe Place in the Markets SEG-2j: Market Momentum - Is this Like 1929? SEG-2k: Keeping Things in Context - Why We Rebalance 👉 Stay ahead with daily market analysis and strategy. Subscribe now and join the conversation: https://www.youtube.com/c/TheRealInvestmentShow 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 video on YouTube: -------- The latest installment of our new feature, Before the Bell, "Market Volatility Looms Following Fed Cut," is here: https://www.youtube.com/watch?v=TwqWqisbCyQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1------- Our Previous Show, "Big Day: Fed Day," is here: https://www.youtube.com/watch?v=cm9vskxwzNA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Corporate Earnings Slowdown Signaled By Employment Data" https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/ "Invest Or Index – Exploring 5-Different Strategies" https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ ------- Get more info & commentary: https://realinvestmentadvice.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/ #MarketVolatility #FedCut #SP500 #OptionsExpiration #StockMarketToday #FedRateCut #FederalReserve #StockMarket #InterestRates #EconomicOutlook #InvestingAdvice #Money #Investing
  continue reading

2072 episodes

Artwork
iconShare
 
Manage episode 507205806 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty. Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy. Why Powell’s words may matter more than the rate cut itself. The risks of inflation, slowing growth, and financial instability in the months ahead. 📈 Whether you’re an investor, trader, or just watching the markets, understanding the implications of Fed policy is critical. SEG-1a: Something for Everyone from the Fed SEG-1b: Markets Sell-off and Rally to Break-even SEG-2a: The Fed's "Risk Management" Move SEG-2b: Is the Fed Too Restrictive or Accommodative SEG-2c: Nvidia + Intel Market Boost SEG-2d: Dealing w Bad Data SEG-2e: Is the Economy Okay? SEG-2f: Cap-ex vs Consumer Spending SEG-2g: The Fed's Quarterly Projections SEG-2h: Fed Outlook not Good for Risk Assets SEG-2i: There is No Real Safe Place in the Markets SEG-2j: Market Momentum - Is this Like 1929? SEG-2k: Keeping Things in Context - Why We Rebalance 👉 Stay ahead with daily market analysis and strategy. Subscribe now and join the conversation: https://www.youtube.com/c/TheRealInvestmentShow 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 video on YouTube: -------- The latest installment of our new feature, Before the Bell, "Market Volatility Looms Following Fed Cut," is here: https://www.youtube.com/watch?v=TwqWqisbCyQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1------- Our Previous Show, "Big Day: Fed Day," is here: https://www.youtube.com/watch?v=cm9vskxwzNA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Corporate Earnings Slowdown Signaled By Employment Data" https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/ "Invest Or Index – Exploring 5-Different Strategies" https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ ------- Get more info & commentary: https://realinvestmentadvice.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/ #MarketVolatility #FedCut #SP500 #OptionsExpiration #StockMarketToday #FedRateCut #FederalReserve #StockMarket #InterestRates #EconomicOutlook #InvestingAdvice #Money #Investing
  continue reading

2072 episodes

Alla avsnitt

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play