{"podcast":{"title":"The Real Investment Show Podcast","slug":"the-real-investment-show-podcast-500742","podcast_index_feed_id":500742,"rss_url":"https://lancerobertsshow.libsyn.com/rss","website_url":"http://soundcloud.com/the-lance-roberts-show","image_url":"https://static.libsyn.com/p/assets/0/f/1/6/0f169eadb8debb51d959afa2a1bf1c87/1400_x_1400_Logo_for_iHeart.png","author":"The Lance Roberts Show","episode_count":3360,"summary":"It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.","last_synced_at":"2026-07-17T20:17:47.954832+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-podcast-500742"},"episode":{"title":"7-2-26 Why Markets Follow Interest Rates (More Than the News)","slug":"7-2-26-why-markets-follow-interest-rates-more-than-the-news","published_at":"2026-07-02T15:20:00+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-podcast-500742/7-2-26-why-markets-follow-interest-rates-more-than-the-news","show_page_url":"https://stenobird.com/podcast/the-real-investment-show-podcast-500742","url":"https://lancerobertsshow.libsyn.com/7-2-26-why-markets-follow-interest-rates-more-than-the-news","audio_url":"https://traffic.libsyn.com/secure/lancerobertsshow/7-2-26_Why_Markets_Follow_Interest_Rates_More_Than_the_News.mp3?dest-id=797352","summary":"Every market rally, pullback, and recession eventually comes back to one powerful force: interest rates. While investors often focus on breaking news and political headlines, the Federal Reserve's interest-rate policy has a far greater impact on stocks, bonds, inflation, retirement income, and long-term investment returns. Lance Roberts & Michael Lebowitz explain what the Federal Reserve actually controls, why rate cuts have taken longer than many investors expected, and whether the Fed can truly tame inflation. We also discuss how higher interest rates affect retirement planning, the most common interest-rate mistakes retirees make, and what investors should watch as markets continue to react to changing monetary policy. 0:00 INTRO 1:12 - US Soccer & Pepsi Jump Jet Challenge 5:45 - Markets Move Higher 12:08 - Switching from Value to Growth 16:35 - Options Trading Influence 19:17 - Rate Expectations Under Keven Warsh at Fed 22:47 - June Employment Report Preview 26:38 - The Importance of Wage Growth 28:28 - The K-Shaped Economy is Changing 29:24 - The Challenges of Being a Value Investor 32:31 - SimpleVisor Tools for You 35:45 - Looking at the \"Lag-7\" 37:39 - Reversion to the Mean Explained (again) 40:29 - Margin Debt and Leverage Financing Costs 43:38 - Yen Carry Trade 45:27 - Weather Forcast accuracy & predictions Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- 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/BND-She8za0 ------- Articles Mentioned in Today's Show: \"Friedman Was Right, Just Mostly Misquoted\" https://realinvestmentadvice.com/resources…","meta_description":"Every market rally, pullback, and recession eventually comes back to one powerful force: interest rates. While investors often focus on breaking news and…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3098,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-real-investment-show-podcast-500742/episodes/7-2-26-why-markets-follow-interest-rates-more-than-the-news/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-podcast-500742/7-2-26-why-markets-follow-interest-rates-more-than-the-news.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}