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June 17, 2026 - The Warsh Wake-Up Call: Tech Cracks, Gold Breaks, and Markets Reprice the Fed
Markets just got Warsh’d.
In this episode of Market Pulse, we break down how Kevin Warsh’s hawkish debut sent a shockwave through risk assets — crushing tech, pressuring gold, and forcing investors to rethink the Fed path all over again. The AI momentum trade suddenly looks vulnerable, rate-cut optimism is fading, and the market’s favorite hiding places are starting to crack.
Is this just another pullback, or the beginning of a bigger repricing across equities, rates, and commodities?
We unpack the cross-asset signals, what the move in tech and gold is really saying, and why the Fed trade may…
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