Fed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26

October 30, 2026; 1pm: Live from the Shadow Fed Conference, Kelly discusses the tech sell-off, AI data center risks, and the Fed’s rate path with Howard Marks, Lou Crandall, Jason Trennert, Jeffrey Lacker, and James Bullard. The key takeaway: markets are repricing AI exuberance and renewed Fed tightening risk as inflation remains above target.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.