1-30-25 The Fed Holds Firm episode artwork

EPISODE · Jan 30, 2025 · 45 MIN

1-30-25 The Fed Holds Firm

from The Real Investment Show (Full Show) · host Lance Roberts

It's the end of the month, and the determining day for the January Barometer is tomorrow. Markets knee-jerked all over the board following yesterday's Fed announcements to hold firm at current rates. Economic news was not encouraging, with export up, imports down, suggesting the economy is weaker than thought; labor and demand dynamics. There is a lot of speculative money pouring into markets; nobody is buying stocks anymore. It's all in options, which will end badly for many because it's very speculative. Lance recounts the latest reports from Magnificent-7 member companies; Michael explores data center dynamics, the DeepSeek effect of cheaper processing, and Tesla's big plans. An admonition to be careful about following headlines; the one thing China is good at: Stealing the work of others'. Lance's favorite day is Thursday; economic data is not good; what the Fed thinks now and commentary on Labor; What the Atlanta Fed said; trying to control inflation from the Executive Branch. How did DeepSeek do it? Michael preaches on the fallacy of Meme Coins, and why they're destroyers of wealth; the role of influencers. SEG-1: January Barometer & EOM; Nobody's buying Stocks Anymore SEG-2: MAG-7 Round up and Data Center Dynamics SEG-3: Cheat Meals & Fed News SEG-4a: How DeepSeek Did It SEG-4b: How Meme Coins Destroy Wealth Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=XH68Ot3zIsQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Meme Coins Do Not Create Wealth: They Destroy It" https://realinvestmentadvice.com/resources/blog/meme-coins-do-not-create-wealth-they-destroy-it/ "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/ "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "Why Options Data is Off the Hook," is here: https://www.youtube.com/watch?v=Qc1OMnQvUgI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Watching the Mega-Cap Earnings Parade" https://www.youtube.com/watch?v=HHyXhn76ta4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- 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/ #FederalReserve #InterestRates #FedPolicy #Options #CallOptions #PutOptions #SpeculativeMoney#EarningsSeason #StockMarketNews #BigTechEarnings #InvestingTrends #FinancialMarkets #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing

It's the end of the month, and the determining day for the January Barometer is tomorrow. Markets knee-jerked all over the board following yesterday's Fed announcements to hold firm at current rates. Economic news was not encouraging, with export up, imports down, suggesting the economy is weaker than thought; labor and demand dynamics. There is a lot of speculative money pouring into markets; nobody is buying stocks anymore. It's all in options, which will end badly for many because it's very speculative. Lance recounts the latest reports from Magnificent-7 member companies; Michael explores data center dynamics, the DeepSeek effect of cheaper processing, and Tesla's big plans. An admonition to be careful about following headlines; the one thing China is good at: Stealing the work of others'. Lance's favorite day is Thursday; economic data is not good; what the Fed thinks now and commentary on Labor; What the Atlanta Fed said; trying to control inflation from the Executive Branch. How did DeepSeek do it? Michael preaches on the fallacy of Meme Coins, and why they're destroyers of wealth; the role of influencers. SEG-1: January Barometer & EOM; Nobody's buying Stocks Anymore SEG-2: MAG-7 Round up and Data Center Dynamics SEG-3: Cheat Meals & Fed News SEG-4a: How DeepSeek Did It SEG-4b: How Meme Coins Destroy Wealth Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=XH68Ot3zIsQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Meme Coins Do Not Create Wealth: They Destroy It" https://realinvestmentadvice.com/resources/blog/meme-coins-do-not-create-wealth-they-destroy-it/ "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/ "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "Why Options Data is Off the Hook," is here: https://www.youtube.com/watch?v=Qc1OMnQvUgI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Watching the Mega-Cap Earnings Parade" https://www.youtube.com/watch?v=HHyXhn76ta4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- 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/ #FederalReserve #InterestRates #FedPolicy #Options #CallOptions #PutOptions #SpeculativeMoney#EarningsSeason #StockMarketNews #BigTechEarnings #InvestingTrends #FinancialMarkets #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing

NOW PLAYING

1-30-25 The Fed Holds Firm

0:00 45:46

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Real Investment Show (Full Show)?

This episode is 45 minutes long.

When was this The Real Investment Show (Full Show) episode published?

This episode was published on January 30, 2025.

What is this episode about?

It's the end of the month, and the determining day for the January Barometer is tomorrow. Markets knee-jerked all over the board following yesterday's Fed announcements to hold firm at current rates. Economic news was not encouraging, with export...

Can I download this The Real Investment Show (Full Show) episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!