(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's major win with Trump Accounts Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html https://www.miamiherald.com/news/local/article214210674.html https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email https://x.com/stockpickerspb/status/2009363916573290715 https://www.moltbook.com https://x.com/galnagli/status/2017573842051334286 https://x.com/balajis/status/1937517664907460980 https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05 https://x.com/truflation/status/2019409671212396815 https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05 https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html https://polymarket.com/event/spacex-ipo-closing-market-cap-above
Bloomberg Technology
Musk Empire Merger Possibility, Memory Costs Weigh on Apple
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI.See omnystudio.com/listener for privacy information.
DH Unplugged
DHUnplugged #803: The Thucydides Trap
– Happy Memorial Day – A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir. – The new transient inflation. – Another BOARD? These guys like to make exclusive clubs… PLUS we are now on Spotify and Amazon Music/Podcasts! See this weeks stock picks HERE Follow John […]
Forward Guidance
A New Era Is Beginning In Markets | Weekly Roundup
A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we break down Warsh's first FOMC meeting, the end of traditional forward guidance, and why they believe peak hawkishness may already be behind us despite the Fed's messaging. We also discuss the AI capex boom, the future of Bitcoin and MicroStrategy, tightening liquidity, housing affordability, and whether markets are entering a fundamentally different regime. Enjoy! TIMESTAMPS: 00:00 Intro 01:13 Forward Guidance Is Dead 08:28 Rate Volatility...
The Warsh Fed Will Look Nothing Like Before | Joseph Wang
A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warshs first FOMC meeting to unpack what may be the beginning of a fundamental transformation of the Federal Reserve. We discuss Warshs hawkish debut, the end of the forward guidance era, sweeping Fed task forces, potential changes to the inflation framework, AI and productivity, and why all of this could point to a meaningful repricing of risk assets. Enjoy! TIMESTAMPS: 00:00 Intro 02:22 Warsh Kills Forward...
Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen
A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide. Luke Gromen of Forest For The Trees joins to discuss Kevin Warshs looming challenge and why the Fed may soon face choices it can no longer avoid. We explore the dollar versus bond market tradeoff, the impact of the Iran conflict and oil prices, Chinas growing leverage, financial warfare, swap lines, and what it all means for stocks, gold, Bitcoin, and global markets. Enjoy! TIMESTAMPS: 00:00 Intro 01:50 Warshs First Fed Test 04:54 Rethinking The...
The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long. This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-industrialization and whats actually driving resilience in the economy. We also explore AI-driven capex as the true growth engine, labor and credit dynamics, geopolitical pressures, dollar dominance, and the growing tension between asset inflation and societal change. Enjoy! TIMESTAMPS: 00:00 Intro 04:49 Kevin Warsh Hearing 13:11 Oil Shock Meets Strong Data 16:51 Ads (Fidelity Crypto) 17:15 AI...
How I Called 2026's Biggest Rally | Vincent Delaurd
Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second inflation wave, the Feds likely policy path under Kevin Warsh, and why international diversification matters more than ever. Enjoy! __ Follow Vincent: https://x.com/VincentDeluard Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Grayscale offers more than 30 different crypto investment products. Explore the full...
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Joseph Wang joins the show to break down the implications of Kevin Warshs Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjoy! __ Follow Joseph: https://x.com/josephwang Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for$200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the...
Guy Benson Show
BENSON BYTE: Sen. Dave McCormick Rips Sen. Chris Murphy's "Sarcastic" Iran Remarks
Senator Dave McCormick, a Republican from Pennsylvania, joined us on the Guy Benson Show today to discuss the nomination of Kevin Warsh to replace current Fed Chair Jerome Powell. Sen. McCormick discussed why Warsh is the perfect fit for the role, and he also detailed their decades-long relationship. Benson and Sen. McCormick also discussed comments made by Democratic Senator Chris Murphy in the wake of a report that Iranian tankers had made it through the U.S.'s blockade of the Strait of Hormuz, and you can listen to the full interview below!
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MEDIA BUZZmeter
Why Trump Canceled Vances Negotiating Trip As Iran Stalled, Attacked More Ships, Coverage Criticized
Howie Kurtz on the latest military escalations with Iran as a ceasefire is extended amid ongoing ship seizures, the nomination hearing of Kevin Warsh to lead the Federal Reserve, and the resignation of Rep. Sheila Cherfilus-McCormick (D-FL) just minutes before a House Ethics Committee vote regarding the alleged embezzlement of $5 million in FEMA funds.
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Trump Undermines Tom Homan on Minnesota Drawdown as ICE Smashes Car Window, Covering Month-Old Baby with Shards of Glass
Howie Kurtz on President Trump selecting Kevin Warsh to serve as the next chair of the Federal Reserve, Ghislaine Maxwell's claims about secret settlements involving Jeffrey Epstein's associates, and Russian President Vladimir Putin agreeing to halt attacks on Ukraine's capital due to brutal cold.
Follow Howie on Twitter: @HowardKurtz
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The Fox News Rundown
Inflation, Fuel Price and the Presidents Fed Fight
The Presidents pick to lead the Federal Reserve, Kevin Warsh, faces the Senate Banking Committee today. A former Fed Governor and Morgan Stanley VP, Warsh is expected to signal a shift toward rate cuts and structural reform. However, his path to confirmation is not yet certain.FOX Business White House Correspondent Edward Lawrencejoins the Rundown from the front lawn of the White House to break down the political firestorm surrounding the hearing, including why some are threatening to block the nomination until the DOJ drops its investigation into current Chair Jerome Powell.Plus, an update on the Trump administrations strategy for "legal"...
Extra: Kevin OLeary On The Markets, "Marty Supreme," and the Rise of Sports Collectibles
The Trump administration is celebrating a string of economic milestones as the President enters the second year of his second term. The Dow reached historic highs this month, closing above 50,000 for the first time in its 129-year history. Meanwhile, a major shift in monetary policy is underway as President Trump has tapped Kevin Warsh to succeed Jerome Powell as Federal Reserve Chairman. Kevin OLearybusinessman, investor, and "Shark Tank" iconjoinedThe FOX News Rundownhost Dave Anthony earlier this week to discuss the markets, and how the economy is evolving through the emergence of AI, cryptocurrency, and the booming market for high-value...
Business Rundown: The President's Fed Chair Pick & What That Means For You
After months of anticipation, President Trump has finally announced who hed like to see lead the Federal Reserve, nominating Kevin Warsh to replace Chairman Jerome Powell. Powell, whose term ends this May, has been a frequent target of the President's criticism for not cutting interest rates more aggressively. Warsha former Fed Governor and current business professor at Stanford Universitywas frequently cited by Fox Business as a leading potential replacement. He has also previously called for "regime change" at the Fed. Doug Holtz Eakin, the former director of the Congressional Budget Office and is now the president of the American Action...
