4-23-26 Can Warsh Reshape the Fed

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: ------- Watch Today's Full Video on our YouTube Channel: ------- REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" -------- Watch our previous show, "Q&A Wednesday - Ask Us Anything " ------- The latest installment of our new feature, Before the Bell, "Wait for the Setup" is here: ------- Resources Mentioned in Today's Show: "Short Covering Rally Or Is The Bull Market Back?" "Market Lesson: Why Panic Is A Costly Mistake" ------- Download Lance's Latest e-book, "Laws of Money & Wealth:" --------

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4-23-26 Can Warsh Reshape the Fed is an episode from Lance Roberts' Real Investment Hour by The Real Investment Show/Full Show.

This episode is 00:45:18 long.

This episode was published on Apr 23, 2026.

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