HORYONCrypto Intelligence Feed
Kevin Warsh says the Fed should stick to pure monetary policy, push for new inflation metrics, and scale back forward guidance, but market forces and political pressure limit his ability to shrink the balance sheet or shift rates dramatically.
The episode argues that a new long‑term “bliss trade” of massive, government‑backed stimulus is replacing the short‑lived “taco trade” of Trump‑era fiscal pushes, and that this structural funding fuels AI investments and heightened market fragility.
The episode links rising global bond yields and stubborn core inflation to the need for a structural “bliss trade” stimulus, while dissecting the AI IPO wave, the incoming Fed chair Kevin Warsh’s policy outlook, and evolving regulatory clarity for crypto.
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