David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

David Kotok on Financial Stability, Federal R...

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Will Trump's New Fed Chair Crash Markets? | Joseph Wang

Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjo ...  Show more

The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup

This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are fi ...  Show more

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