{"podcast":{"title":"The Real Investment Show (Full Show)","slug":"the-real-investment-show-full-show-1123656","podcast_index_feed_id":1123656,"rss_url":"https://feeds.soundcloud.com/users/soundcloud:users:252939730/sounds.rss","website_url":"https://soundcloud.com/user-949311744","image_url":"https://i1.sndcdn.com/avatars-yaycICozlsWvOy7k-inzB4A-original.jpg","author":"Lance Roberts","episode_count":500,"summary":"Here reside the full, unadulterated audio files f…","last_synced_at":"2026-07-16T04:20:38.472257+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656"},"episode":{"title":"4-23-26 Can Warsh Reshape the Fed","slug":"4-23-26-can-warsh-reshape-the-fed","published_at":"2026-04-23T14:53:51+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-23-26-can-warsh-reshape-the-fed","show_page_url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656","url":"https://soundcloud.com/user-949311744/4-23-26-can-warsh-reshape-the","audio_url":"https://feeds.soundcloud.com/stream/2307896600-user-949311744-4-23-26-can-warsh-reshape-the.mp3","summary":"Kevin Warsh’s nomination hearing put Federal Reserve reform front and center. His vision challenges long-standing norms, raising key questions about how monetary policy could change—and what it means for markets. What would a Warsh-led Fed mean for interest rates, inflation expectations, and market stability? Lance Roberts & Michael Lebowitz break down the implications. Key topics include: 0:00 - INTRO 1:04 - Kevin Warsh & Fed Reform; Technology at All-time High 5:47 - If You Missed the Rally... 10:32 - Temps in God's Country 11:39 - Odds are Kevin Warsh Will Be Confirmed 12:22 - Misnomer: The Fed is Trying to Bail Out the Dollar 16:02 - All Money is Lent Into Existence 18:29 - Money Supply is Not a Gauge of Inflation 22:09 - Misunderstanding Leads to Poor Investing Decisions 23:19 - When Kevin Warsh Replaces Jerome Powell 24:44 - QE is Reverse-Robinhood 26:40 - Fed Switch from Trimmed PCE for Inflation Metric 28:22 - Fed Communication & Forward Guidance 31:20 - Markets No Longer Pay Attention to Fundamentals 34:39 - Will Warsh Be Able to Make Substantive Changes? 36:17 - Fed Crises & New Chairmen 39:18 - Passive Investing Does a Disservice to Economy 41:05 - The Value Names Don't Have a Lot of Value 43:06 - Passive Investing Creates Mis-allocation of Capital ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/MKQ5YTaUNh8 ------- REGISTER for our next Candid Coffee, Saturday, May 16: \"Financial Organization Made Simple:\" https://streamyard.com/watch/SA6aj2aMdMhf -------- Watch our previous show, \"Q&A Wednesday - Ask Us Anything \" https://youtube.com/live/yFe9x3vjJn0 ------- The latest installment of our new feature, Before the Bell, \"Wait for the Setup\" is here: ht…","meta_description":"Kevin Warsh’s nomination hearing put Federal Reserve reform front and center. His vision challenges long-standing norms, raising key questions about how m…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2718,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-23-26-can-warsh-reshape-the-fed/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-23-26-can-warsh-reshape-the-fed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}