Fed Fight, Market Nerves
An episode of the SKEPTIC’S GUIDE TO INVESTING podcast, hosted by Steve Davenport, Clement Miller, titled "Fed Fight, Market Nerves" was published on January 13, 2026 and runs 45 minutes.
January 13, 2026 ·45m · SKEPTIC’S GUIDE TO INVESTING
Summary
Please text and tell us what you like We unpack the fight over Fed independence, the DOJ subpoena, and why politics is pushing into central banking while markets pretend not to care. Then we tie Venezuela, Greenland, and Iran risk back to rates, sectors, and the case for cash, gold, and selective equities. • DOJ subpoena and Powell’s rare response as signals of pressure on the Fed • Supreme Court decision on Cook’s tenure and implications for Board control • Markets’ mixed message: equities ...
Episode Description
Please text and tell us what you like
We unpack the fight over Fed independence, the DOJ subpoena, and why politics is pushing into central banking while markets pretend not to care. Then we tie Venezuela, Greenland, and Iran risk back to rates, sectors, and the case for cash, gold, and selective equities.
• DOJ subpoena and Powell’s rare response as signals of pressure on the Fed
• Supreme Court decision on Cook’s tenure and implications for Board control
• Markets’ mixed message: equities resilient, metals bid as risk hedge
• Venezuela investment reality after expropriations and boardroom memory
• Greenland and Iran talk as alliance and oil risk, not just headlines
• AI leadership cooling, sector rotations, and bank sensitivity to rate policy
• Portfolio stance: fewer assumed cuts, patience on duration, caution on REITs
• Defensive sleeve in cash, gold, and returning to silver exposure
• Equity selection via lower beta, low short interest, and sector-neutral tilt
• Watchlist: tariff rulings, Cook decision, Powell’s tenure, and election calendar
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