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9-18-25 No Risk-free Path for the Fed

The Federal Reserve cut rates on Wednesday, Septe…

An episode of the The Real Investment Show (Full Show) podcast, hosted by Lance Roberts, titled "9-18-25 No Risk-free Path for the Fed" was published on September 18, 2025 and runs 42 minutes.

September 18, 2025 ·42m · The Real Investment Show (Full Show)

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Summary

The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty. Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy. Why Powell’s words may matter more than the rate cut itself. The risks of inflation, slowing growth, and financial instability in the months ahead. 📈 Whether you’re an investor, trader, or just watching the markets, understanding the implications of Fed policy is critical. SEG-1a: Something for Everyone from the Fed SEG-1b: Markets Sell-off and Rally to Break-even SEG-2a: The Fed's "Risk Management" Move SEG-2b: Is the Fed Too Restrictive or Accommodative SEG-2c: Nvidia + Intel Market Boost SEG-2d: Dealing w Bad Data SEG-2e: Is the Economy Okay? SEG-2f: Cap-ex vs Consumer Spending SEG-2g: The Fed's Quarterly Projections SEG-2h: Fed Outlook not Good for Risk Assets SEG-2i: There is No Real Safe Place in the Markets SEG-2j: Market Momentum - Is this Like 1929? SEG-2k: Keeping Things in Context - Why We Rebalance 👉 Stay ahead with daily market analysis and strategy. Subscribe now and join the conversation: https://www.youtube.com/c/TheRealInvestmentShow Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: -------- The latest installment of our new feature, Before the Bell, "Market Volatility Looms Following Fed Cut," is here: https://www.youtube.com/watch?v=TwqWqisbCyQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1------- Our Previous Show, "Big Day: Fed Day," is here: https://www.youtube.com/watch?v=cm9vskxwzNA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Corporate Earnings Slowdown Signaled By Employment Data" https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/ "Invest Or Index – Exploring 5-Different Strategies" https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ ------- 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/ #MarketVolatility #FedCut #SP500 #OptionsExpiration #StockMarketToday #FedRateCut #FederalReserve #StockMarket #InterestRates #EconomicOutlook #InvestingAdvice #Money #Investing

Episode Description

The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty. Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy. Why Powell’s words may matter more than the rate cut itself. The risks of inflation, slowing growth, and financial instability in the months ahead. 📈 Whether you’re an investor, trader, or just watching the markets, understanding the implications of Fed policy is critical. SEG-1a: Something for Everyone from the Fed SEG-1b: Markets Sell-off and Rally to Break-even SEG-2a: The Fed's "Risk Management" Move SEG-2b: Is the Fed Too Restrictive or Accommodative SEG-2c: Nvidia + Intel Market Boost SEG-2d: Dealing w Bad Data SEG-2e: Is the Economy Okay? SEG-2f: Cap-ex vs Consumer Spending SEG-2g: The Fed's Quarterly Projections SEG-2h: Fed Outlook not Good for Risk Assets SEG-2i: There is No Real Safe Place in the Markets SEG-2j: Market Momentum - Is this Like 1929? SEG-2k: Keeping Things in Context - Why We Rebalance 👉 Stay ahead with daily market analysis and strategy. Subscribe now and join the conversation: https://www.youtube.com/c/TheRealInvestmentShow Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: -------- The latest installment of our new feature, Before the Bell, "Market Volatility Looms Following Fed Cut," is here: https://www.youtube.com/watch?v=TwqWqisbCyQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1------- Our Previous Show, "Big Day: Fed Day," is here: https://www.youtube.com/watch?v=cm9vskxwzNA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Corporate Earnings Slowdown Signaled By Employment Data" https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/ "Invest Or Index – Exploring 5-Different Strategies" https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ ------- 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/ #MarketVolatility #FedCut #SP500 #OptionsExpiration #StockMarketToday #FedRateCut #FederalReserve #StockMarket #InterestRates #EconomicOutlook #InvestingAdvice #Money #Investing

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