Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment.

Lance Roberts & Danny Ratliff break down:

* Why the Fed may pause QT — and what it signals about financial conditions.
* How ending balance-sheet runoff affects liquidity, yields, and asset prices.
* What history tells us about QT pauses and subsequent market rallies.
* Why the Fed’s portfolio composition (Treasuries vs. MBS) still matters for inflation and housing.
* Portfolio tactics if the liquidity tide begins to turn.

0:19 - Markets' Rally on Powell QT Comments
4:16 - Speculation Continues on Wall St
8:40 - Childhood Bedtimes & Digital Devices
14:36 Is Quantitative Tightening About to End?
16:55 - What is the Result of Easing QT?
19:37 - Where's the Risk: Private Credit/Equity
21:12 - The Fed's Moral Hazard & History of Bailouts
26:01 - How Would a Failure of FNMA Loans Affect the Economy?
28:34 - What Led to the 2007-2008 Financial Crisis
32:13 - The Bigger Risk of Too Much Money Chasing Too Few Deals
35:45 - The Last Stages of Asset Development
40:11 - IRS Rules Changes for Roths
45:12 - Comming Attractions

Whether the Fed is stabilizing the system or setting up the next round of excess — it’s a key inflection point investors can’t ignore.

🔔 Subscribe for real-time market insights and risk analysis from Lance Roberts and the RIA Advisors team.

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
-------
Watch Today's Full Video on our YouTube Channel:
https://www.youtube.com/watch?v=R6KTQ3s4yaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
-------
The latest installment of our new feature, Before the Bell, "Will the Market Break the 20-DMA?” is here:
http://bit.ly/3KTF8uo
-------
Our Previous Show, "Annuities: Good, Bad, & Ugly" is here:
https://www.youtube.com/watch?v=2hiFV4mdSY4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=6s
-------
Get more info & commentary:
https://realinvestm entadvice.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/

#StockMarketToday #TechnicalAnalysis #FederalReserve #JeromePowell #BuyTheDip #FederalReserve #QuantitativeTightening #FedPolicy
#MarketLiquidity #StockMarketAnalysis #RothConversions #IRSRules