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Podcast: The Real Investment Show (Full Show)
Episode: 12-4-25 Fed Regime Change - Is Groupthink Finally Ending?
Description: Is the era of Fed groupthink finally coming to an end?
For over a decade, the Federal Reserve has operated under a powerful consensus framework—one where dissent has been rare and the Chair’s view has dominated policy outcomes. But shifting politics, rising dissenting votes, and increasing disagreements among FOMC members may signal a new regime change at the Fed.
Lance Roberts & Michael Lebowitz break down:
0:00 - INTRO
0:19 - ISM Report Shows Abnormality of Markets
4:45 - Markets Prep for Year End Rally
9:33 - 2026 Economic Summit Tease
10:32 - Will Kevin Hassett Be the Next Fed Chairman?
13:25 - Is Fed Groupthink Endi...