Miran Says Rates Are Too High: Politics Or Reality?
2025-10-01
Stephen Miran, Donald Trump’s recent addition to the Fed, joined the Federal Reserve the day before the last meeting. At that meeting, he was the only dissenting vote, supporting a 50-basis-point rate cut. All other members voted for a 25-basis-point cut. Additionally, Miran is likely the FOMC participant who thinks the Fed Funds rate should …
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9/25/25 Accommodative Or Restrictive? Decoding The Fed’s Latest Move
2025-09-25
The Federal Reserve’s latest move has investors asking: Is policy turning more accommodative or staying restrictive? Lance Roberts and Michael Lebowitz decode the Fed’s decision, cut through the jargon, and explain what it means for markets, rates, and your money.
We’ll cover:
What the Fed actually signaled last week
The difference between accommodative and restrictive policy
How markets typically react to these shifts
Key risks for stocks, bonds, and the economy going forward
Stay tuned as we unpack the Fed’s message and put it into plain language for investors navigating uncertain markets.
0:18 – On becoming "vintage" and Irrational Exuberance
3:52 – Markets Appear to be Pulling Back
9:49 – Jerome Powell’s "Fairly Valued" Market Assessment
10:30 – The Virtual Circle of the
8-6-25 The Risks of Over-reliance on Index Funds
2025-08-06
"Just buy the VOO (S&P 500) and chill…" is NOT good advice. Investors made NO money on VOO between 1999 and 2013. Outcomes from buying when valuations are low is very different from buying when valuations are at record highs.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Utilities And Industrials Carry The Market
2025-08-06
The race to build and power AI data centers is creating an interesting anomaly in the stock market. Despite the S&P 500 being up over 7% on the year, and the higher-beta stocks seemingly leading the way, utilities and industrials are the best-performing sectors. The surging demand for power drives utilities, while industrials benefit from …
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