by Lance Roberts
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| Markets swing between hype and panic, and investors often get trapped by both. When prices rise, narratives justify overpaying; when prices collapse, fear convinces people assets are going to zero. In reality, markets rarely move in extremes forever. The best opportunities tend to appear when fear is highest, not when optimism is loudest, which is why disciplined, fundamentals-focused investors look for value during selloffs rather than chasing excitement at the top. đź“şFull episode: -g Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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1-22-26 What Kevin Warsh Brings to the Fed
2026-01-22
Betting markets are increasingly pointing to Kevin Warsh as a potential successor to Jerome Powell, with Kevin Hassett expected to remain in his White House role under Donald Trump. Which begs the question: What would a Warsh-led Federal Reserve actually bring to markets?
Lance Roberts & Michael Lebowitz explore the possibilities of a Warsh Fed: Would such likely be more tolerant of volatility, rely less on emergency interventions, and place greater emphasis on valuation, fundamentals, and disciplined policy rules?
0:00 INTRO
0:18 – Earnings, Economics, & Imminent Greenland Deal
2:48 – Markets Break Trendline – Look for Volatility
8:22 – Greenland, Denmark, & Danish Bonds
15:10 – What the Media Doesn’t Say About Bond Auctions
17:14 – Texas Winter & Nat Gas Futures
20:32 – Warsh vs
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