Why Kevin Warsh Could Reshape the Fed From Inside Wall Street

Lucas and Luna dig into a fascinating CNBC headline about Kevin Warsh, the former Fed governor, and what a 'real regime change inside Wall Street's plumbing' actually means. They explore how Warsh's potential influence could shift the Fed's approach to monetary policy, discount window operations, and repo markets. The hosts connect this to the current yield curve inversion (now 49 basis points between 10-year and 2-year Treasuries) and why the plumbing matters more than the dot plot. Lucas argues that Warsh represents a return to 'rule-based' frameworks, while Luna questions whether that's just nostalgia. They also reference the VIX at 16.58 and what a calm VIX amid structural change might signal. Specific, concrete, and grounded in today's data. #KevinWarsh #FederalReserve #MonetaryPolicy #WallStreetPlumbing #YieldCurve #TreasuryYields #VIX #RepoMarket #DiscountWindow #RegimeChange #Finance #BusinessPodcast #FexingoBusiness #BearMarketPodcast #FedPolicy #CentralBanking #MarketStructure #Inversion Keep every episode free: buymeacoffee.com/fexingo