Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment. Lance Roberts & Danny Ratliff break down: * Why the Fed may pause QT — and what it signals about financial conditions. * How ending balance-sheet runoff affects liquidity, yields, and asset prices. * What history tells us about QT pauses and subsequent market rallies. * Why the Fed's portfolio composition (Treasuries vs. MBS) still matters for inflation and housing. * Portfolio tactics if the liquidity tide begins to turn. 0:19 - Markets' Rally on Powell QT Comments 4:16 - Speculation Continues on Wall St 8:40 - Childhood Bedtimes & Digital Devices 14:36 Is Quantitative Tightening About to End? 16:55 - What is the Result of Easing QT? 19:37 - Where's the Risk: Private Credit/Equity 21:12 - The Fed's Moral Hazard & History of Bailouts 26:01 - How Would a Failure of FNMA Loans Affect the Economy? 28:34 - What Led to the 2007-2008 Financial Crisis 32:13 - The Bigger Risk of Too Much Money Chasing Too Few Deals 35:45 - The Last Stages of Asset Development 40:11 - IRS Rules Changes for Roths 45:12 - Comming Attractions Whether the Fed is stabilizing the system or setting up the next round of excess — it's a key inflection point investors can't ignore. 🔔 Subscribe for real-time market insights and risk analysis from Lance Roberts and the RIA Advisors team. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=R6KTQ3s4yaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- The latest installment of our new feature, Before the Bell, "Will the Market Break the 20-DMA?" is here: http://bit.ly/3KTF8uo ------- Our Previous Show, "Annuities: Good, Bad, & Ugly" is here: https://www.youtube.com/watch?v=2hiFV4mdSY4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=6s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketToday #TechnicalAnalysis #FederalReserve #JeromePowell #BuyTheDip #FederalReserve #QuantitativeTightening #FedPolicy #MarketLiquidity #StockMarketAnalysis #RothConversions #IRSRules