Episode Appearances
Odd Lots · May 11, 2026
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks
“Referenced for his speech on transitory shocks and inflation dynamics”
Bank of England Monetary Policy Committee Structure and DissentSupply-Side Shocks vs Demand-Side EconomicsInflation Expectations and Second-Round Effects
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Forward Guidance · May 6, 2026
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
“Identified as 'permadove' who recently shifted position on rate cuts, now acknowledging labor supply dynamics and inflation concerns.”
Neutral Rate Estimation and Fed ModelsDemographic Shifts and Labor Supply DynamicsPassive Easing and Forward Guidance Transmission
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HousingWire Daily · Apr 27, 2026
What a potential Fed leadership change could mean for mortgage rates
“Identified as hawkish Fed member in policy divide discussion”
Federal Reserve Leadership TransitionKevin Warsh Confirmation TimelineMortgage Rate Volatility and Spreads
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Marketplace · Apr 24, 2026
When does AI become a spending suck?
“Expressed concern about tariffs and energy shocks creating pandemic-like inflation conditions”
Federal Reserve Chair Confirmation ProcessAI Token Economics and Cost ManagementEnterprise AI ROI Measurement
View AnalysisHousingWire Daily · Apr 23, 2026
Will Kevin Warsh be better for housing?
“Mentioned as potential ally for Warsh to build dovish coalition on Fed board for additional rate cuts”
Kevin Warsh Federal Reserve Chair ConfirmationMortgage Rate Forecasting and 10-Year Yield TargetsHousing Affordability Crisis and Tenure Lengthening
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Prof G Markets · Feb 3, 2026
Why Markets Aren’t Scared of Kevin Warsh
“Economist and potential Fed chair candidate considered by Trump; viewed as supporter of Fed independence”
Federal Reserve Chair Nomination and Confirmation ProcessKevin Warsh's Fed Leadership and Interest Rate PolicyFed Independence vs. Presidential Pressure
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