Episode Appearances
Bloomberg Surveillance · Jul 28, 2026
Bloomberg Surveillance TV: July 28th, 2026
“Made LinkedIn statement during quiet period suggesting companies in her district report prices are too high”
Semiconductor Profit Cycle and Margin CompressionHyperscaler Capital Expenditure EfficiencyAI Model Competition: Closed vs Open-Source
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HousingWire Daily · Jul 20, 2026
Why we shouldn’t expect a housing construction boom
“Most hawkish Fed member advocating for faster rate increases despite softer inflation data”
Housing construction boom feasibility and limitationsRoad to Housing Act impact on residential constructionBuilder confidence and housing permits analysis
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Wall Street Breakfast · Apr 29, 2026
Powell to stay on at the Fed
“Dissented over easing bias in policy statement, advocating for neutral language”
Federal Reserve IndependenceMonetary Policy Decision-MakingFOMC Dissenting Votes
View AnalysisHousingWire Daily · Apr 28, 2026
Positive housing demand and a preview of the Fed meeting
“Referenced as hawkish Fed governor whose voting stance will be important to monitor under Warsh leadership”
Mortgage Rate Dynamics and SpreadsHousing Inventory and New Listings TrendsPending Home Sales and Purchase Applications
View AnalysisHousingWire Daily · Apr 27, 2026
What a potential Fed leadership change could mean for mortgage rates
“Expected to represent dovish perspective in future Fed policy debates”
Federal Reserve Leadership TransitionKevin Warsh Confirmation TimelineMortgage Rate Volatility and Spreads
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