Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Why Kevin Warsh Could Reshape the Fed From Inside Wall Street
Lucas and Luna dig into a fascinating CNBC headline about Kevin Warsh, the former Fed governor, and what a 'real regime change inside Wall Street's plumbing' actually means. They explore how Warsh's potential influence could shift the Fed's approach to monetary policy, discount window operations, and repo markets. The hosts connect this to the current yield curve inversion (now 49 basis points between 10-year and 2-year Treasuries) and why the plumbing matters more than the dot plot. Lucas argues that Warsh represents a return to 'rule-based' frameworks…
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