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Kevin Warsh Is Ending the One-Man Fed
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📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 --- 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. --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN 📊BITGET | TOKENIZED STOCKS 2.0 🎯THE DEFI REPORT | ONCHAIN INSIGHTS…
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Analysis last updated August 25, 2026 · Read the methodologyRead the creator’s original video description
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 --- 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. --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN 📊BITGET | TOKENIZED STOCKS 2.0 🎯THE DEFI REPORT | ONCHAIN INSIGHTS --- TIMESTAMPS 0:00 A New Fed Takes Shape 4:34 Warsh's Good Family Fight 10:16 The End of Forward Guidance 17:07 Markets Learn to Price Ambiguity 22:29 Why Rate Cuts Raised Long-Term Yields 26:42 Inflation Changes the Vote 30:42 Rates or Balance Sheet? 35:00 The Case for Higher Rates 41:07 AI Capex and the Economy 49:17 Warsh's AI Deflation Bet 53:51 The Bubble Comes Later 1:02:00 Gold, Bitcoin, and Debasement 1:07:04 Strong Crypto vs Weak Crypto --- RESOURCES Jim Bianco Jim’s podcast --- Not financial or tax advice. See our investment disclosures here: