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Shownotes
The Fed may no longer be a one-person institution, and markets are not ready for the consequences. Jim Bianco joins David Hoffman to unpack Kevin Warsh's emerging 12-voter Fed, the end of forward guidance, and the counterintuitive case that higher short-term rates could actually pull long-term yields lower. They also explore sticky inflation, why balance sheet reduction cannot happen overnight, how AI capex is reshaping the economy, why the AI bubble may look more like 1998 than 2000, and why Bitcoin needs more strong crypto rather than deeper dependence on Wall Street and Washington.
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TIMESTAMPS
A New Fed Takes Shape
Warsh's Good Family Fight
The End of Forward Guidance
Markets Learn to Price Ambiguity
Why Rate Cuts Raised Long-Term Yields
Inflation Changes the Vote
Rates or Balance Sheet?
The Case for Higher Rates
AI Capex and the Economy
Warsh's AI Deflation Bet
The Bubble Comes Later
Gold, Bitcoin, and Debasement
Strong Crypto vs Weak Crypto
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RESOURCES
Jim Bianco
x.com/biancoresearch
Jim’s podcast
youtube.com/watch?v=mhq-IKbzpDs&list=PLdyJ…
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