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 Wallace as Fed Head
23:58 - Keep an Eye on Rick Rieder
26:14 - The Marriage of Blackrock & The Fed
27:52 - Markets are Driven by the Wrong Things
31:12 - The Reflation Narrative
34:29 - Speculation, ETF's & Fighting for the same Dollars
39:05 - The Gamification of Markets
41:29 - The Importance of Risk Management
45:00 - End of the 1st Half of the Secular Period
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch Today's Full Video on our YouTube Channel:
https://www.youtube.com/watch?v=D4roSFzE3Ww&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Watch our previous show, "It’s Q&A Day — and (almost) anything goes" here:
https://www.youtube.com/live/jFDHVzdwNdo
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The latest installment of our new feature, Before the Bell, "Markets Stall at Resistance - Volatility Ahead?" is here:
https://www.youtube.com/watch?v=8EviI_k5gb8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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