What Meet Kevin said in this video:
- Fed Policyneutrallong-termThe host believes we are in a regime of no money printing under Kevin Warsh, with the Fed not expanding its balance sheet, until Warsh is replaced around 2030.Source
- Bonds & Ratespositive for stocksThe host believes that after an Iran deal, bonds will go up: bond prices rise and yields fall as the lack of money printing is seen as more fiscal responsibility.Source
- Othernegative for stockslong-termThe host maintains a bearish outlook on gold, arguing that under a Kevin Warsh Fed there will be no money printing, so gold peaked on February 2 and enters a lost period until the money printer is turned on again or Warsh is replaced.Source
- Geopoliticsneutralshort-termThe host believes that if an Iran deal is reached, bonds will rally while gold does not rise; he is on the no side for gold.Source
- SOXXbullishThe host is more bullish on semiconductors than gold and would rather buy the dip in semiconductors before an anticipated Iran deal, as Warsh-led deflation is positive for the AI trade and corporations.Source
- Inflationnegative for stockslong-termThe host thinks Kevin Warsh will usher in deflation, which is overall positive for the AI trade and corporations, and more bearish for gold.Source
- AI Capexpositive for stockslong-termThe host notes that artificial intelligence after the buildout is likely deflationary, and that this deflation is overall positive for the AI trade and corporations.Source
- Employmentnegative for stockslong-termThe host says job losses after the AI buildout are likely deflationary, implying a weaker employment market.Source