Hedgeye Podcasts

← Hedgeye Podcasts24 Jul · 55 min

The Fed's Next Punch in the Mouth | Protect the Pile Episode 21 w/ Danielle DiMartino Booth

The Fed's Next Punch in the Mouth | Protect the Pile Episode 21 w/ Danielle DiMartino Booth24 Jul55 min

Visit HedgeyeAM.com for more information 00:00 Welcome to Protect the Pile with Danielle DiMartino Booth 02:01 The Fed’s “Punched in the Mouth” Moment 04:34 Kevin Warsh, Fed Independence & the Next Market Test 06:12 Commercial Real Estate, Credit Risk & 2026–2027 Maturities 08:03 The Fed’s Ambiguous Mandate 10:21 Is the Fed Fighting the Wrong Inflation War? 14:29 Can Kevin Warsh Actually Change the Fed? 18:15 The New “Too Big to Fail” Problem 23:25 Fixing the Fed’s Broken Data Proble...