Episode Details
Back to EpisodesHome Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets
Episode 93
Published 7 hours ago
Description
The new Fed chair Kevin Warsh, like Kevin McAllister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressure from the White House. Also: investing in China’s home-grown AI ecosystem, and the predation in prediction markets.