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Podcast: The Real Investment Show (Full Show)
Episode: 10-2-25 Who Needs the BLS? Shutdown Silences Jobs Repor
Description: The government shutdown has silenced the Bureau of Labor Statistics, leaving investors without the monthly jobs report. But does Wall Street really need the BLS to keep moving? Lance Roberts & Michael Lebowitz explore what happens when government labor data goes missing, how traders adapt, and what alternative indicators might offer clues about the state of the economy. Lance and Mike also examine valuation metrics in the markets, and discuss claims that interest rates are still too high. Can the "AI Effect" sustaining markets and the economy continue into 2026?
0:19 - What the Economic Surprise Index is Saying
4:29 - Markets Hit All-time...