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Podcast: The Real Investment Show (Full Show)
Episode: 3-19-26 Will The Fed Backstop Exuberance Again
Description: The private credit market has exploded from under $500 billion a decade ago to $1.2 trillion domestically and $1.7 trillion globally — and stress is building fast.
Lance Roberts & Michael Lebowitz break down exactly what private credit is, who the major players are, and why rising credit stress could force the Federal Reserve's hand — even if inflation and unemployment don't justify it.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
0:00 - INTRO
1:02 - Cash & Girl Scout Cookies
2:40 - Meta is No More
5:30 - Markets Sell Off
12:05 - Credit Spreads Matter
12:57 - No...