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Podcast: The Real Investment Show (Full Show)
Episode: 10-15-25 Is the Fed Poised to Pause Quantitative Tightening
Description: 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 Contin...