0828 | Fed's Warsh Leaned Hawkish; Salesforce Surges, Marvell Slips 6% Despite Beat

This episode breaks down a busy market day, headlined by Federal Reserve Chairman Kevin Warsh's hawkish Jackson Hole debut. His "may have work to do" inflation remarks pushed the two-year Treasury yield higher, lifted rate-hike odds, strengthened the dollar, and cooled gold and bitcoin — even as stock traders welcomed the shift. The show also covers Salesforce's record AI-driven rally, Marvell's 6% slide despite strong revenue growth, Take-Two's momentum from the Grand Theft Auto 6 trailer, the Timeline: 00:00:00 Opening 00:00:27 Warsh's hawkish Jackson Hole debut shakes markets 00:01:48 Salesforce soars as AI story quiets skeptics 00:02:23 Marvell slides 6% despite 37% revenue growth 00:02:54 Take-Two climbs on GTA 6 blockbuster signals 00:03:11 Yen slides past 160 as Bessent, Warren clash 00:04:04 Corn and wheat jump to three-year highs View episode details → https://bri.so/show/episode/01a04a63-c52f-749f-93c8-b4410d2c4e7d This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].