Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’

In a world shaped by big headlines, Richard Clarida and Libby Cantrill give advisors a grounded view of what really matters in Washington, the economy, and the markets. Together with host Greg Hall, they explore the next chapter for the Federal Reserve under Kevin Warsh, the fluidity of the conflict in the Middle East, and the political ripple effects of AI, inflation, and tariffs.

About the Speakers

 Dr. Richard Clarida is a former Vice Chairman of the Federal Reserve and current Global Economic Advisor at PIMCO

 Libby Cantrill is a Managing Director and Head of Public Policy for PIMCO

 Greg Hall is the host of Accrued Interest, a Managing Director, and the Head of U.S. Global Wealth Management for PIMCO

(1:09) What to expect from a Warsh-led Fed

(11:09) The fluid nature of the conflict in the Middle East

(15:46) The political ripple effect of inflation

(22:45) How do the midterms shape the rest of 2026?

(25:11) Fiscal credibility and the bond market

(29:37) Is stagflation really in play?

(35:16) Where do things stand with tariffs?