by Lance Roberts
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| Markets are reacting to the rising odds of Kevin Hassett becoming the next Fed Chair. His pro-growth, lower-rate stance raises concerns that inflation might not get enough attention. In this short video, Michael Lebowitz & Lance Roberts discuss why investors worry about inflation being underweighted and why one chair’s vote still doesn’t decide Fed policy. 📺Full episode: -iyGgj0 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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In this short video, I cover the return of risk appetite, falling rents signaling disinflation, and the $5–$7T AI data-center buildout.
I also touch on $AAPL push into robotics and the massive power and funding needs driving the next tech super-cycle — everything you need in one visual market update.
🐦Follow me on X: https://x.com/LanceRoberts
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
“Money Printing” By The Fed: Fact Or Fiction?
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I recently penned an article on “Money Supply Growth,” which elicited a very thoughtful response from Garrett Baldwin via Substack. He argued that labeling Federal Reserve operations as “money printing” is not rhetoric, but rather a reality. He points to Ben Bernanke’s 2010 interview, where Bernanke described how the Fed marks up digital accounts. But …
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