# Kevin Warsh

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Dave Collum and Rudy Havenstein #1491

Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/ Dave Collum is a professor of organic chemistry at Cornell University. He joins Rudy Havenstein to discuss the midterms, AI bubble, Kevin Warsh, CPI, if Trump will finish his term and much more. PLEASE SU…

2026 November 9 Commuter Top Business Headlines l Nvidia CEO Jensen Huang Issues Apology Amid Scandal as Family… ~ Asian Stock Markets Recover After AI Selloff While Dollar… ~ Binance Announces New CFO Appointment Following Six Point Three…

Today’s episode covers the following Top Business Headlines: ~ Nvidia CEO Jensen Huang Issues Apology Amid Scandal as Family Members Remain on Staff ~ Asian Stock Markets Recover After AI Selloff While Dollar Stays Strong on Interest Rate Expectations ~ Binance Announces New CFO Appointment Followi…

China is exporting the boom. America is capitalizing on it. Both are all-in.

This is a free preview of a paid episode. To hear more, visit uncompressedintel.substack.com Uncompressed Intel — Thursday, September 24, 2026 China’s August exports +25% YoY — 3rd-largest monthly reading in at least two years. Imports +28%. Monthly surplus $119bn. Year-to-date surplus $806bn, on…

Nvidia at 8% of the S&P, War Is Force One on Bonds, Diesel at $5.68

This is a free preview of a paid episode. To hear more, visit uncompressedintel.substack.com Nvidia is now ~8% of the S&P 500 and worth $5.3 trillion — 16.3% of U.S. GDP, larger than five of eleven sectors. The 10-year is being driven first by war-linked diesel inflation, then by $40 trillion of de…

traders price in Fed shake-up under Warsh and record retirement anxiety

Markets are pricing in fresh policy risk this morning with the VIX surging 10.9% to 23.10. Investors are reacting to weekend signals on tighter regulation of data centers and artificial intelligence along with potential shifts at the Federal Reserve under Chair Kevin Warsh. The S&P is down 2.7% at …

Iraq oil exports to US collapse to lowest since 2003 war

Oil has moved to $88.11 after Iraq's sales to the United States fell to their lowest level since the 2003 war. The drop is helping push futures higher with Dow contracts up more than 500 points as traders position ahead of fresh economic readings this week including the consumer price index tomorro…

'Volatility is your friend' with stocks on a current 'clearance sale'

The stock market got caught up in emotions post-election last week, gaining big once the votes were in and losing big as the market sifted out potential implications for the A.I. trade. Vijay Marolia, chief investment officer at Regal Point Capital, says that those emotions are creating opportuniti…

Fed speakers Bowman, Goolsbee and Barkin weigh in

U.S. stocks staged a sharp rebound with the Dow surging more than 1,100 points on a broad technology recovery. The S&P finished at 7,549.94 while the VIX ended at 19.92. Federal Reserve officials Michelle Bowman, Austan Goolsbee and Raphael Barkin delivered remarks as traders parse the policy path …

hotter-than-expected CPI fans fears Fed Chair Warsh will hold rates higher for longer

Consumer prices rose 0.4 percent in October, hotter than economists expected and immediately lifting fears that Fed Chair Kevin Warsh will have to keep rates higher for longer. The hotter-than-expected CPI print sent the VIX soaring. Oil fell to $84.24 a barrel. Gold is down at $4,065 an ounce. Bit…

core CPI looms large for Fed Chair Warsh

Gold is holding steady at $4,086 an ounce as traders await today's core CPI reading that could shape the path for Fed Chair Kevin Warsh and interest rates. Oil has slipped to $85.10 after shedding more than half a percent in the past hour. Bitcoin is unchanged at $74,242. In Europe the DAX is tradi…