The Federal Reserve holds interest rates steady in its latest policy meeting, signaling a firm stance amid inflation concerns, and despite unchecked market bullishness. Lance Roberts & Michael Lebowitz break down what the Fed's decision means for investors, the economy, and your portfolio. AI datacenter buildouts are showing up in economic data...but, the 3% GDP print has a more dire undertone: Strip out the build outs, and the economy is weaker than it appears. Is dissention among Fed governors politically motivated, or being economically cautious? Home prices are declining; housing is like an economic pyramid (NOT a pyramid scheme!) The AI buildout is skewing economic data. The bulk of market positivity bs being driven by only a few, large companies; any iss by Amazon or Apple reported today could sway markets tomorrow.
🔍 Topics covered:
• Federal Reserve interest rate policy
• Market reaction to Fed news
• Inflation vs. growth outlook
• Stock market and Fed dynamics
* NOTE: Today was Lance Robert's final Radio broadcast, as we transition to an all-digital platform starting Monday, August 4, 2025. Please be sure you're SUBSCRIBED here to catch each episode!
SEG-1a Leaving Radio & Thanks
SEG-1b Fed Holds Rates, Markets Sell-off
SEG-2: GDP Realities
SEG-3: Fed Meeting Results vs What the Markets Heard
SEG-4: Microsoft, & Meta - Wait for Retracement to Buy
Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
-------
Watch today's video on YouTube:
https://www.youtube.com/watch?v=v09W8vpagMw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2
-------
The latest installment of our new feature, Before the Bell, "Consider the Risk" is here:
https://www.youtube.com/watch?v=C8aJBb1QNpg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our previous show is here: "How to Effectively Hedge Against Inflation"
https://www.youtube.com/watch?v=0rXwvTN34YI&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1
-------
Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
https://streamyard.com/watch/pbx9RwqV8cjF
-------
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/
#MarketRisk #MarketCorrection #MarketRotation #Apple #Amazon #Comcast #20DMA #50DMA #100DMA #200DMA #FederalReserve #InterestRates #FedDecision #StockMarketUpdate #MonetaryPolicy #InvestingAdvice #Money #Investing
