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"All the bluster about shrinking the Fed's balance sheet is questionable. Someone's going to have to eat treasury issuance. My spoiler alert: the Fed will ultimately be the final backstop." - John Arnold We discuss: ⚡ Kevin Warsh ⚡ Fed Balance Sheet ⚡ QE By Another Name

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TFTC

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16,419 просмотров • 6 месяцев назад •via X (Twitter)

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Kevin Warsh wants to slash the Federal Reserve’s balance sheet. It is central to his whole being. “In my judgement, we should be shrinking the central bank balance sheet” “you have higher inflation caused by the bigger balance sheet”
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Kevin Warsh wants to slash the Federal Reserve’s balance sheet. It is central to his whole being. “In my judgement, we should be shrinking the central bank balance sheet” “you have higher inflation caused by the bigger balance sheet”

tae kim

39,192 просмотров • 6 месяцев назад

Kevin Warsh has an unheathly obsession with the Fed's balance sheet, but he's unlikley to be able to do much about it.
4:04

Kevin Warsh has an unheathly obsession with the Fed's balance sheet, but he's unlikley to be able to do much about it.

Brian McCarthy

45,170 просмотров • 6 месяцев назад

BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.
3:32

BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.

Crypto Tice

968,601 просмотров • 2 месяцев назад

TFTC 750 w/ Joe Consorti: "Within six & a half months, interest expense on the national debt will be the single largest line item on the US government's balance sheet. That can't be allowed to happen." We discuss: ⚡ Stimmy checks incoming ⚡ Hormuz oil shock ⚡ Bitcoin endgame
1:07:58

TFTC 750 w/ Joe Consorti: "Within six & a half months, interest expense on the national debt will be the single largest line item on the US government's balance sheet. That can't be allowed to happen." We discuss: ⚡ Stimmy checks incoming ⚡ Hormuz oil shock ⚡ Bitcoin endgame

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16,674 просмотров • 2 месяцев назад

The U.S. debt crisis demands a liquidity injection, and the Fed is the last buyer of resort. With trust in treasury bonds fading, a balance sheet expansion seems inevitable. March 19 FOMC is the key date - if the Fed pivots, liquidity will surge. Track the balance sheet as a reversal is on the horizon.
1:19

The U.S. debt crisis demands a liquidity injection, and the Fed is the last buyer of resort. With trust in treasury bonds fading, a balance sheet expansion seems inevitable. March 19 FOMC is the key date - if the Fed pivots, liquidity will surge. Track the balance sheet as a reversal is on the horizon.

VirtualBacon

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ARTHUR HAYES: "The US Treasury is not going to spend less money, Donald Trump is not talking about how he is going to reduce spending... it's all about wartime spending." "All of this talk about the Fed shrinking its balance sheet makes no sense because the politicians and the Treasury that funds them is continuously increasing the amount of debt." "I believe Bitcoin is going HIGHER." 🚀
8:57

ARTHUR HAYES: "The US Treasury is not going to spend less money, Donald Trump is not talking about how he is going to reduce spending... it's all about wartime spending." "All of this talk about the Fed shrinking its balance sheet makes no sense because the politicians and the Treasury that funds them is continuously increasing the amount of debt." "I believe Bitcoin is going HIGHER." 🚀

Simply Bitcoin

25,512 просмотров • 3 месяцев назад

The March 18-19 FOMC meeting is key. The Fed’s balance sheet is still shrinking, meaning we remain in a tightening cycle. For the US to avoid default, the balance sheet must reverse upward, triggering quantitative easing (QE). This inevitable pivot will drive risk assets higher, including crypto.
1:06

The March 18-19 FOMC meeting is key. The Fed’s balance sheet is still shrinking, meaning we remain in a tightening cycle. For the US to avoid default, the balance sheet must reverse upward, triggering quantitative easing (QE). This inevitable pivot will drive risk assets higher, including crypto.

VirtualBacon

127,296 просмотров • 1 год назад

📉 WHAT'S CAUSING THE MARKET CRASH?! Gold & silver lost $10T in 3 days. Crypto wiped out $430B in 4 days. There’s been no obvious catalyst, so what changed? Markets are reacting to incoming Fed Chair Kevin Warsh’s message: "The Fed should shrink its balance sheet." He says today’s $7T Fed balance sheet is “trillions larger than it needs to be.” That matters because less Fed balance sheet = less liquidity for stocks and crypto. If this is Warsh’s Fed, markets could be in for more pain.🔥
1:44

📉 WHAT'S CAUSING THE MARKET CRASH?! Gold & silver lost $10T in 3 days. Crypto wiped out $430B in 4 days. There’s been no obvious catalyst, so what changed? Markets are reacting to incoming Fed Chair Kevin Warsh’s message: "The Fed should shrink its balance sheet." He says today’s $7T Fed balance sheet is “trillions larger than it needs to be.” That matters because less Fed balance sheet = less liquidity for stocks and crypto. If this is Warsh’s Fed, markets could be in for more pain.🔥

Coin Bureau

112,988 просмотров • 6 месяцев назад

The story isn’t “money printer go brr" anymore. Lyn Alden calls it “the gradual print”: “We are away from… fed balance sheet reduction.” instead “we have shifted toward gradual fed balance sheet increases.” “I tend to take the under those that are calling for calling for like major printing… those aren’t in my base case.” How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin w/ Lyn Alden🎬 Out on Mon Feb 16 📆
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The story isn’t “money printer go brr" anymore. Lyn Alden calls it “the gradual print”: “We are away from… fed balance sheet reduction.” instead “we have shifted toward gradual fed balance sheet increases.” “I tend to take the under those that are calling for calling for like major printing… those aren’t in my base case.” How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin w/ Lyn Alden🎬 Out on Mon Feb 16 📆

Bankless

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It's happening. Senator Tillis finally gave the green light for Clarity Act and we're about to have a FED chair who wants to fundamentally change how the Fed measures inflation and is openly talking about lowering short-term rates while still shrinking the balance sheet. The biggest shock to crypto holders this cycle might be when they learn you don't need QE to have a bull market. Just ask the 1990's. Productivity. Boom.
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It's happening. Senator Tillis finally gave the green light for Clarity Act and we're about to have a FED chair who wants to fundamentally change how the Fed measures inflation and is openly talking about lowering short-term rates while still shrinking the balance sheet. The biggest shock to crypto holders this cycle might be when they learn you don't need QE to have a bull market. Just ask the 1990's. Productivity. Boom.

Dan Gambardello

20,402 просмотров • 3 месяцев назад

🚨 NEXT WEEK’S SCHEDULE IS INSANE FOR MARKETS MONDAY → KEVIN WARSH SWORN IN AS NEW FED CHAIR TUESDAY → FED GOVERNOR SPEECH WEDNESDAY → FOMC EMERGENCY MEETING THURSDAY → FED BALANCE SHEET FRIDAY → FED INJECTS $3.28 BILLION GET READY FOR THE MOST VOLATILE WEEK OF 2026!!
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🚨 NEXT WEEK’S SCHEDULE IS INSANE FOR MARKETS MONDAY → KEVIN WARSH SWORN IN AS NEW FED CHAIR TUESDAY → FED GOVERNOR SPEECH WEDNESDAY → FOMC EMERGENCY MEETING THURSDAY → FED BALANCE SHEET FRIDAY → FED INJECTS $3.28 BILLION GET READY FOR THE MOST VOLATILE WEEK OF 2026!!

0xNobler

374,004 просмотров • 2 месяцев назад

The Federal Reserve has unveiled five new task forces aimed at reshaping how the central bank operates. The initiative, led by Fed Chair Kevin Warsh, will focus on improving economic forecasting, strengthening balance sheet management, and reevaluating the Fed's approach to inflation, with teams made up of economists, business leaders, and former Federal Reserve officials. Watch OAN on OAN Live for updates.
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The Federal Reserve has unveiled five new task forces aimed at reshaping how the central bank operates. The initiative, led by Fed Chair Kevin Warsh, will focus on improving economic forecasting, strengthening balance sheet management, and reevaluating the Fed's approach to inflation, with teams made up of economists, business leaders, and former Federal Reserve officials. Watch OAN on OAN Live for updates.

One America News

27,403 просмотров • 23 дней назад

Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift [QE] is the inflation that we've witnessed over the course of the last five years .. 52% of our fellow Americans own no financial assets. .. They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a central bank that had been deadly focused on that. I think we wouldn't have taken a divided country and made it more divided. When we have a big balance sheet, we're asking for the inflation that came." "My recommendation is a smaller balance sheet. Takes the Fed back to a more manageable size, more serious job." "I would say it is trillions larger than it needs to be."
6:46

Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift [QE] is the inflation that we've witnessed over the course of the last five years .. 52% of our fellow Americans own no financial assets. .. They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a central bank that had been deadly focused on that. I think we wouldn't have taken a divided country and made it more divided. When we have a big balance sheet, we're asking for the inflation that came." "My recommendation is a smaller balance sheet. Takes the Fed back to a more manageable size, more serious job." "I would say it is trillions larger than it needs to be."

tae kim

147,326 просмотров • 6 месяцев назад

“2008 never ended, the Fed just learned how to hide QE off the balance sheet.” This week with Roberto Rios we explore: 🔸The Global Debt Crisis & stealth QE 🔸The Silent Depression crushing today’s youth 🔸Why #BTC is the answer to the Dollar Endgame Full interview in 🧵
1:00

“2008 never ended, the Fed just learned how to hide QE off the balance sheet.” This week with Roberto Rios we explore: 🔸The Global Debt Crisis & stealth QE 🔸The Silent Depression crushing today’s youth 🔸Why #BTC is the answer to the Dollar Endgame Full interview in 🧵

Bitcoin News

55,294 просмотров • 11 месяцев назад

Sat down w/ Eric Wallerstein on MTS w/ Max Wiethe who thinks the market pricing in multiple hikes from Fed this year is DEAD WRONG: 00:40 Kevin Warsh's vision for the Fed 05:30 "Nothing to suggest hikes are warranted now" 8:00 Fed's 2.0% Target 17:00 Balance sheet
20:19

Sat down w/ Eric Wallerstein on MTS w/ Max Wiethe who thinks the market pricing in multiple hikes from Fed this year is DEAD WRONG: 00:40 Kevin Warsh's vision for the Fed 05:30 "Nothing to suggest hikes are warranted now" 8:00 Fed's 2.0% Target 17:00 Balance sheet

Jack Farley

21,850 просмотров • 29 дней назад

Hassett: "Kevin Warsh is going to be the Fed Chair, and when he's Fed Chair, then everybody who wants to find out about all the cost overruns and everything else that has been going on over the last couple weeks will be able to do so, because we got a Fed Chair there who people trust."
0:23

Hassett: "Kevin Warsh is going to be the Fed Chair, and when he's Fed Chair, then everybody who wants to find out about all the cost overruns and everything else that has been going on over the last couple weeks will be able to do so, because we got a Fed Chair there who people trust."

Aaron Rupar

185,513 просмотров • 3 месяцев назад

ICYMI, Weekly Roundup out now! 🔥 We discuss: - The biggest takeaways from the Fed Minutes (QT ending?) - Bessent’s remarks on Treasury issuance and inflation - The near-term liquidity picture - The limited upside in crypto right now, and more! Timestamps: 00:00 Introduction 01:33 FOMC Meeting Minutes 06:29 Fed's Balance Sheet and Treasury Purchases 16:20 Skale Ad 16:42 Fed's Balance Sheet and Treasury Purchases (Con't) 20:15 Inflation Data and Fed's Perspective 22:41 Skale Ad 23:12 Liquidity Concerns and QT 27:07 Inflation and Economic Growth 29:11 Oil & Global Energy Policies 32:21 Microsoft CEO's Take on AI and CapEx 33:43 Yen & DAX 38:09 Crypto Market Update 45:02 Final Thoughts Quinn Thompson fejau Links below 👇
48:19

ICYMI, Weekly Roundup out now! 🔥 We discuss: - The biggest takeaways from the Fed Minutes (QT ending?) - Bessent’s remarks on Treasury issuance and inflation - The near-term liquidity picture - The limited upside in crypto right now, and more! Timestamps: 00:00 Introduction 01:33 FOMC Meeting Minutes 06:29 Fed's Balance Sheet and Treasury Purchases 16:20 Skale Ad 16:42 Fed's Balance Sheet and Treasury Purchases (Con't) 20:15 Inflation Data and Fed's Perspective 22:41 Skale Ad 23:12 Liquidity Concerns and QT 27:07 Inflation and Economic Growth 29:11 Oil & Global Energy Policies 32:21 Microsoft CEO's Take on AI and CapEx 33:43 Yen & DAX 38:09 Crypto Market Update 45:02 Final Thoughts Quinn Thompson fejau Links below 👇

Forward Guidance

49,234 просмотров • 1 год назад

Newly sworn in Fed Chairman Kevin Warsh is launching a major regime change at the central bank. He plans to slash the Fed's $6.7 trillion balance sheet toward $3 trillion and shift to median inflation metrics to filter out tariff and energy shocks. Warsh aims to narrow the Fed's focus to its core mandate by stripping away climate and social initiatives, while quieting public policy "cacophony." Though facing a divided FOMC, he aims to champion interest rate cuts by leveraging AI productivity gains. This is long overdue, don’t you think 💭
1:07

Newly sworn in Fed Chairman Kevin Warsh is launching a major regime change at the central bank. He plans to slash the Fed's $6.7 trillion balance sheet toward $3 trillion and shift to median inflation metrics to filter out tariff and energy shocks. Warsh aims to narrow the Fed's focus to its core mandate by stripping away climate and social initiatives, while quieting public policy "cacophony." Though facing a divided FOMC, he aims to champion interest rate cuts by leveraging AI productivity gains. This is long overdue, don’t you think 💭

Erica 🇺🇸🇺🇸🇺🇸

153,764 просмотров • 2 месяцев назад

Fed Chair Kevin Warsh may talk like an inflation hawk – but Lawrence Lepard, "fix the money, fix the world" says the debt math will force him to flip. “He’s going to flip. He has to flip mathematically.” Lepard argues that when the next liquidity crisis hits, the Fed will expand its balance sheet again, triggering a third “big print” after the GFC and COVID. Watch the full conversation on ‘The Real Story with Michelle Makori’:
2:12

Fed Chair Kevin Warsh may talk like an inflation hawk – but Lawrence Lepard, "fix the money, fix the world" says the debt math will force him to flip. “He’s going to flip. He has to flip mathematically.” Lepard argues that when the next liquidity crisis hits, the Fed will expand its balance sheet again, triggering a third “big print” after the GFC and COVID. Watch the full conversation on ‘The Real Story with Michelle Makori’:

Miles Franklin Precious Metals

37,329 просмотров • 4 дней назад