# Michael Lebowitz

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9-17-26 What the Fed Said

The Federal Reserve raised interest rates for the first time in three years, but for investors, the bigger question is what comes next. Lance Roberts and Michael Lebowitz break down what the Fed said, what Chairman Kevin Warsh signaled about inflation and future monetary policy, and why the Fed's …

9-17-26 What the Fed Said

The Federal Reserve raised interest rates for the first time in three years, but for investors, the bigger question is what comes next. Lance Roberts and Michael Lebowitz break down what the Fed said, what Chairman Kevin Warsh signaled about inflation and future monetary policy, and why the Fed's u…

Market Starting To Crack Under High Bond Yields? | WMR 9 24 26

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceBond yields continue their surge higher.The US 10-year Treasury bond is now at its highest yield in 19 years.Will stocks start to crack as a result?Portfolio …

10-1-26 From TINA to TIGA - Diversification Pays Again

For years, investors lived by TINA: “There Is No Alternative” to stocks. With interest rates near zero and bond yields offering little income, equities dominated the investment landscape. But that math has changed. Today, Treasury yields are above 5%, investment-grade corporate bonds offer competi…

10-1-26 From TINA to TIGA: Diversification Pays Again

For years, investors lived by TINA: "There Is No Alternative" to stocks. With interest rates near zero and bond yields offering little income, equities dominated the investment landscape. But that math has changed. Today, Treasury yields are above 5%, investment-grade corporate bonds offer competit…

HR1 Dr. Kelly: What If the Biggest Health Threat Isn't the One You've Been Warned About? (10-1-26)

Join the Conversation at 303-477-5600 or text 307-200-8222. Monday-Friday, 3 p.m.- 6 p.m. MT. https://RushToReason.com HOUR 1 What If the Biggest Health Threat Isn't the One You've Been Warned About? John Rush and Dr. Kelly Victory ignite debate by questioning everything you think you know abou…

HR3 America’s Future at Risk: Energy, AI, and the Unseen Forces Changing Everything. (10-1-26)

Join the Conversation at 303-477-5600 or text 307-200-8222. Monday-Friday, 3 p.m.- 6 p.m. MT. https://RushToReason.com HOUR 1 What If the Biggest Health Threat Isn't the One You've Been Warned About? John Rush and Dr. Kelly Victory ignite debate by questioning everything you think you know abou…

HR2 The Shocking Truth About What’s Really in Your Food, and Who Decides. (10-1-26)

Join the Conversation at 303-477-5600 or text 307-200-8222. Monday-Friday, 3 p.m.- 6 p.m. MT. https://RushToReason.com HOUR 1 What If the Biggest Health Threat Isn't the One You've Been Warned About? John Rush and Dr. Kelly Victory ignite debate by questioning everything you think you know abou…

10-8-26 Is the Term Premium Misleading the Fed?

Is the Federal Reserve relying on a metric that cannot be reliably measured? Dallas Fed President Lorie Logan recently discussed the role of the Treasury term premium in determining whether rising long-term interest rates are doing some of the Fed’s work for it. Lance Roberts & Michael Lebowitz…

10-8-26 Is the Term Premium Misleading the Fed?

Is the Federal Reserve relying on a metric that cannot be reliably measured? Dallas Fed President Lorie Logan recently discussed the role of the Treasury term premium in determining whether rising long-term interest rates are doing some of the Fed's work for it. Lance Roberts & Michael Lebowitz exa…