# Kevin Warsh

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Chris Temple – NOIC Conversation On Market Volatility, Fed Policy, Inflation, US Treasuries, US Mid-Terms, Critical Minerals, Gold, Silver, Copper, Uranium, and Oil

[Recorded October 30th at NOIC]  Chris Temple, Editor and Publisher of the National Investor, joins us for a wide-ranging discussion at the New Orleans Investment Conference to review the macroeconomic trends creating extremely volatile markets, and his outlook on coming Fed policy, inflation trend…

Chris Temple – NOIC Conversation On Market Volatility, Fed Policy, Inflation, US Treasuries, US Mid-Terms, Critical Minerals, Gold, Silver, Copper, Uranium, and Oil

    [Recorded October 30th at NOIC] – Chris Temple, Editor and Publisher of the National Investor, joins us for a wide-ranging discussion at the New Orleans Investment Conference to review the macroeconomic trends creating extremely volatile markets, and his outlook on coming Fed policy, inf…

prediction markets bet too heavily on Democrat sweep

U.S. consumers are flashing three major warning signs of a potential spend-pocalypse that could threaten the soft landing. Rising credit card delinquencies, depleted savings buffers, and growing dependence on buy-now-pay-later plans point to mounting strain, even as consumer spending drives nearly …

Fed Faces Inflation Pressure From AI, Tariffs & Rising Prices

Mark Hamrick discusses the upcoming jobs report and why inflation remains a bigger concern for the Fed than the labor market. He examines JOLTS data, the gap between wage growth and consumer prices, and manufacturing pressures tied to AI demand and supply-chain constraints. Hamrick also weighs the …

Neil Dutta Thinks 2027 Could Be Challenging for Stocks | Basis Points

Thank you to Neil for being on!Neil on LinkedIn - https://www.linkedin.com/in/dutta-neil/RenMac's YouTube - https://www.youtube.com/@UCRJplQ4Ynuph20iIzFP5twwRenMac - https://www.renmac.com/00:00 - Intro01:50 - Analyzing The Macro Daily07:18 - Why The Fed Has Been Raising Rates14:15 - Did the Septem…

The Fed, the Economy and the Year End Outlook

Today’s episode is called “The Fed, the Economy and the Year End Outlook”  where we’ll look at Kevin Warsh’s latest Federal Reserve press conference, the impressive 3.4% third-quarter GDP growth that reinforces our earlier expectations, and why corporate earnings and economic fundamentals matter fa…

Episode 026: Post-election focus on central bank errors

Introduction In this episode of Thematic Edge, Marvin Barth and Mark Farrington look beyond the US midterm elections to examine the economic and financial market challenges that may have been overshadowed by the political uncertainty it caused. Their starting point are the decisions by the Federal …

British dad’s missing organs and bloody handprints spark Scotland Yard probe into Grenada ‘accident’

Vice President Vance and congressional Democrats are already trading notes on potential areas of compromise after last night's midterm results delivered a decisive blue wave. The S&P is down two percent at 7,568.92 while the VIX has jumped six point three percent to 18.29. Oil has slipped to $93.89…

5% Is Normal. The Deficit Isn’t. | Tim Paulson

Stephen Dopp welcomes back recurring guest Tim Paulson for a reaction to last week’s Federal Reserve pause, recorded on midterm Election Day. Mr. Paulson thinks the federal funds rate gets far too much attention. A December hike has been quietly telegraphed but won’t be the start of a major cycle, …

‘Credit Is Breaking’: Danielle DiMartino Booth on the Margin Call That Hit Gold

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The AI boom is carrying the U.S. economy, but Danielle DiMartino Booth says it’s leaving most households behind. By her count, more than 100% of GDP growth is now coming from the AI trade, and without it the economy “looks kind of like an EKG that flat lines.” Families, she says, are spending what …