Why the Fed Is Stuck, Who's Really Buying Gold, and What AI Capex Is Hiding*
8.8K views · Aug 28, 2026 · People & Blogs
Comments · 22
@elim7124 · 1 month ago
In support of Canada to give us an outside view of the craziness here. Thanks Kevin.
2
@CopiumDan · 1 month ago
nice to have someone with an actually quality mic lol
2
@justthefacts1975 · 1 month ago
Bessent : I'm driving from now on. Ok, Kev?<br>Warsh : Nah bro. Slide over. I got the keys.
2
@pdykesdykes · 1 month ago
Good session
1
@AndreaSaggini · 1 month ago
best guest ever
1
@lionel1907 · 1 month ago
Where are Neil and Steve ? I miss them
2
@BlackMamba85-24 · 1 month ago
We’ve already seen the other side of the spend inflect up in revenue this last earnings cycle and it’s only exploding higher from here. I’ll trust the best capital allocators over words
@julianlim8150 · 1 month ago
Only Jeff mic is good.
@anityasufi4079 · 1 month ago
What happens to Gold, when CIPS reaches 10% of global transactions?
@naook-f9v · 1 month ago
I wasn t expecting it to be this good.
@Henryclayacolyte · 1 month ago
<a href="https://www.youtube.com/watch?v=O2wZB-59BlQ&t=372">6:12</a> sure but it’s fallacious thinking because making your call to hike or not based on how you “think it looks politically” is a fundamental betrayal to making the call based on their mandate. I’d say not hiking because of that fear influences the outcome more than if they just did what their mandate and the facts on the ground call for
@justthefacts1975 · 1 month ago
<a href="https://www.youtube.com/watch?v=O2wZB-59BlQ&t=430">7:10</a> Market's pricing a material % of a hike before December - I agree with Kevin. Seems too high to me. Just don't see Warsh (or anyone on the FOMC) having the ⚽⚽ to defy Trump & hike before the MT. Unless the inflation data seriously misbehaves btw now and December, and I don't see a big enough inflation jump happening that fast. Better for Warsh to introduce uncertainly, let the market price in some % chance of a hike, then hold in Sept & Oct, and get a market bounce reaction each time as the market unwinds that uncertainty probability. So even if he doesn't deliver cuts, he can point to a positive market to a hold result as a constellation prize.
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