7-31-25 The Fed Holds Firm

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