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Podcast: The Real Investment Show (Full Show)
Episode: 11-13-25 QE Is Coming - Why Fed Liquidity Now Runs the Entire Market
Description: The scent of QE is back.
With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s clear: the liquidity cycle is turning again.
But the real question is why markets have become so dependent on the Fed in the first place.
Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system.
0:00 - INTRO
0:20 - Government Shutdown Concludes - Deluge of Data to Follow
3:04 - Dow 48,0...