Topic: Kevin Warsh

2 chapters in Aug – Oct 2026 · See all time

Asymmetric Intimacy
Episode 1899 • • 1:40:14 - 1:45:18

1899: Asymmetric Intimacy

Federal Reserve Policy and the Ebola Outbreak

New Fed Chair Kevin Warsh speaks at Jackson Hole about sustained inflation, while the hosts express skepticism about the central bank's ability to control the money supply. The segment briefly touches on UN Secretary-General António Guterres' warnings about a fast-growing Ebola epidemic. Calacanis also shares his history with Bitcoin, admitting he sold 65 BTC in 2015 but has since returned to the market.

kevin warshfederal reserveinflationbitcoinebolaantonio guterres
Caconian
Episode 1897 • • 1:15:32 - 1:19:09

1897: Caconian

Treasury Twist, Janet Yellen Precedent

The hosts compare Bessent's current strategy to the "Treasury Twist" previously utilized by Janet Yellen. While Bessent and other advisors once criticized Yellen for being "opportunistic" with bond auctions, they are now employing similar tactics on a larger scale. Bessent claims to have "asymmetric information" that justifies these interventions to stabilize the market.

treasury twistjanet yellenkevin warshasymmetric informationbond market

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