by Lance Roberts
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| 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. 0:19 - Something for Everyone from the Fed 2:16 - Markets Sell-off and Rally to Break-even 6:43 - The Fed's "Risk Management" Move 11:54 - Is the Fed Too Restrictive or Accommodative 13:23 - Nvidia + Intel Market Boost 16:40 - Dealing w Bad Data 18:55 - Is the Economy Okay? 22:26 - Cap-ex vs Consumer Spending 23:53 - The Fed's Quarterly Projections 27:56 - Fed Outlook not Good for Risk Assets 31:24 - There is No Real Safe Place in the Markets 35:24 - Market Momentum - Is this Like 1929? 38:44 - 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: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1------- Our Previous Show, "Big Day: Fed Day," is here: &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 |
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Data Myopia Foils The Fed
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For months, we have been warning that the labor markets are not as strong as the BLS data attests. Six months ago, we wrote: While labor market data is generally good, there are signs the labor market is at a standstill. Continuing jobless claims are steadily rising and at their highest level in over three …
8-7-25 The Risks of Investing in AI Stocks vs the Dot-com Bubble
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Investing in companies just because they’re "in AI" is reminiscent of investors who plowed money into anything that had a .com behind their names at the turn of the century. That did not end well for most.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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6-18-25 Fed Day Preview: Will They or Won’t They?
2025-06-18
It’s Fed Day!
Will the Federal Reserve finally cut rates—or kick the can again? Lance Roberts & Danny Ratliff break down what’s at stake, what markets are pricing in, and what it means for your money. Thursday is Juneteenth, markets are closed, and so are we. Lance reviews the track for crude oil prices and the likely effect on inflation as the Iran-Israel conflict continues. What will Jerome Powell say following today’s Fed meeting? Fed grammar matters. Danny and Lance review elements of the Big, Beautiful Bill as it bounces between the House and Senate; contents subject to change. Lance points out the insane irony of the Dept. of Agriculture’s stance on feeding wildlife vs. feeding the masses. Danny and Lance review a Barron’s article depicting a dilemma of wanting to retire early on
6-13-25 Is a College Degree Still Worth It?
2025-06-13
Is a college degree still worth the rising cost?
As student loan debt climbs and tuition skyrockets, more families and young adults are asking whether a traditional four-year education offers a worthwhile return on investment. In this episode, we break down the financial data behind college costs, degree value by major, and explore growing alternatives like trade schools, certifications, and apprenticeships.
Richard Rosso & Susan Buenger posit whether higher education is still the smart path — or if it’s time to rethink the college equation.
0:18 – Initial Market Response to Israeli Attack on Iran
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27:38 – Israeli Raid & Market Volatility
28:26 – Expectations & College Preparation – When to Start the Process
41:45 – Competition & Planning for College
Inflation Remains Tame Despite Tariffs
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The May CPI report released yesterday was considered the first inflation gauge to show how tariffs are impacting prices. We would like to see a few more months of inflation reports before claiming the coast is clear, but the May CPI is encouraging. For the fourth consecutive month, the CPI was below Wall Street estimates. …
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