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Podcast: The Real Investment Show (Full Show)
Episode: 11-20-25 How The Fed Deals Liquidity - The Monetary Toolbox
Description: How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008?
Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates.
0:00 - INTRO
0:18 - Nvidia Kill It; Rate Cut Odds Decline
4:06 - Markets Under Pressure; Setting Up for Rally
10:29 - Markets' Post-Nvidia Relief Valve
15:53 - Oracle, CoreWeave, and CDS's Explained
18:24 - Is There Enough Credit to Fund AI Build...