by Lance Roberts
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| Lance Roberts sits down with Garrett Baldwin to dissect how the financial system became structurally distorted — from the Fed’s collateral-driven era after 2008 to the unchecked rise of passive investing and liquidity engineering. Other key topics include: The illusion of value through asset-price debasement The 50-year mortgage folly and real housing affordability CATH ETFs and the birth of speculative flows How ETFs and repo markets reshaped price discovery Garrett and Lance reveal how the system drifted from fundamentals — and what disciplined investors must understand to protect capital in an age of financial distortion. 📈 Subscribe for more insights from Real Investment Advice and The Real Investment Show. #TheSystemIsBroken #GarrettBaldwin #FinancialMarkets #MonetaryPolicy #ETFs |
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11-13-25 QE Is Coming: Why Fed Liquidity Now Runs the Entire Market
2025-11-13
The scent of QE is back.
With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s clear: the liquidity cycle is turning again.
But the real question is why markets have become so dependent on the Fed in the first place.
Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system.
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Trump’s BLS Reform Faces Steep Obstacles
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The White House has turned its attention to the Bureau of Labor Statistics after a series of steep payroll revisions rattled confidence in the government’s jobs data. President Trump fired the agency’s commissioner last month and has nominated a longtime critic to take her place, pledging reforms to improve accuracy. But the problems run deeper …
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