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Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is...

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Daniel

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155,304 views • 4 months ago •via X (Twitter)

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Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.
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Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

Daniel

897,705 views • 5 months ago

KEVIN WARSH'S TAKE ON AI: “AI IS GOING TO MAKE ALMOST EVERYTHING COST LESS. WE’RE AT THE FRONT END OF A PRODUCTIVITY BOOM. ECONOMIC GROWTH WON’T BE INFLATIONARY, WE’RE IN THE EARLY INNINGS OF A STRUCTURAL DECLINE IN PRICES.”
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KEVIN WARSH'S TAKE ON AI: “AI IS GOING TO MAKE ALMOST EVERYTHING COST LESS. WE’RE AT THE FRONT END OF A PRODUCTIVITY BOOM. ECONOMIC GROWTH WON’T BE INFLATIONARY, WE’RE IN THE EARLY INNINGS OF A STRUCTURAL DECLINE IN PRICES.”

Vivek Sen

41,156 views • 4 months ago

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.
0:47

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.

Merlijn The Trader

715,911 views • 4 months ago

🇺🇸 For the first time in recent memory, the Fed is tying a slice of the tech sector to inflation, and that slice is AI. The latest Fed minutes show officials frustrated that inflation still isn't coming down, and David Lin explains why that puts the AI boom squarely in the crosshairs: "AI is something that not only investors are watching, but the Fed is paying very close attention to right now." With inflation the Fed's top worry, the AI boom could be the reason rates stay HIGH for everyone else. David Lin
0:53

🇺🇸 For the first time in recent memory, the Fed is tying a slice of the tech sector to inflation, and that slice is AI. The latest Fed minutes show officials frustrated that inflation still isn't coming down, and David Lin explains why that puts the AI boom squarely in the crosshairs: "AI is something that not only investors are watching, but the Fed is paying very close attention to right now." With inflation the Fed's top worry, the AI boom could be the reason rates stay HIGH for everyone else. David Lin

Mario Nawfal

23,691 views • 2 days ago

BREAKING: "As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof. "With all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country... Our inflation is just short term." - President Trump
1:01

BREAKING: "As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof. "With all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country... Our inflation is just short term." - President Trump

Fox News

1,239,076 views • 5 months ago

Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.
1:09

Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.

Sam Badawi

120,882 views • 7 months ago

Oil at $100 is a tax on the economy. But the Fed must not fall into the trap that growth causes inflation. The way to get out of the inflation problem is to GROW the economy. Other than oil, the economy is doing so well. We are primed for a BOOM! 🇺🇸
1:47

Oil at $100 is a tax on the economy. But the Fed must not fall into the trap that growth causes inflation. The way to get out of the inflation problem is to GROW the economy. Other than oil, the economy is doing so well. We are primed for a BOOM! 🇺🇸

Stephen Moore

72,690 views • 24 days ago

Fed Chair Kevin Warsh lays out the state of the economy as the Fed raises rates by a quarter point: growth remains solid, spending is resilient, productivity is strong and capital investment is robust. But Warsh warns uncertainty remains elevated, "owing in part to geopolitical developments," even as job gains keep pace with the workforce and unemployment changes little. The sticking point is inflation, which Warsh says "remains elevated." "Today's policy action will support a timely return to the committee's 2% goal."
0:56

Fed Chair Kevin Warsh lays out the state of the economy as the Fed raises rates by a quarter point: growth remains solid, spending is resilient, productivity is strong and capital investment is robust. But Warsh warns uncertainty remains elevated, "owing in part to geopolitical developments," even as job gains keep pace with the workforce and unemployment changes little. The sticking point is inflation, which Warsh says "remains elevated." "Today's policy action will support a timely return to the committee's 2% goal."

Fox News

401,423 views • 23 days ago

🚨 ELON MUSK MAY HAVE JUST EXPOSED THE NEXT BIG PROBLEM FOR THE GLOBAL ECONOMY. Musk says AI demand is now so extreme that production shortages have become “insane.” At the same time, Tim Cook says tech cost inflation is the worst he has seen in 40 years. Now AI is starting to push up the cost of chips, electricity, software, smartphones, and data centers across the entire economy. The AI boom is no longer just a Bubble. It is starting to become an inflation problem too.
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🚨 ELON MUSK MAY HAVE JUST EXPOSED THE NEXT BIG PROBLEM FOR THE GLOBAL ECONOMY. Musk says AI demand is now so extreme that production shortages have become “insane.” At the same time, Tim Cook says tech cost inflation is the worst he has seen in 40 years. Now AI is starting to push up the cost of chips, electricity, software, smartphones, and data centers across the entire economy. The AI boom is no longer just a Bubble. It is starting to become an inflation problem too.

Crypto Rover

371,713 views • 3 months ago

EISEN: It's strange if you really think GDP is around 7% to argue for lower interest rates in that environment, especially with inflation above target HASSETT: If we continue to have the supply side boom that we've seen in the first half of this year, there will be plenty of room for the Fed to lower rates
0:52

EISEN: It's strange if you really think GDP is around 7% to argue for lower interest rates in that environment, especially with inflation above target HASSETT: If we continue to have the supply side boom that we've seen in the first half of this year, there will be plenty of room for the Fed to lower rates

Aaron Rupar

72,795 views • 8 months ago

CNBC: Do you think Warsh is going to stick with his plan to cut rates? Because the market is pricing in higher odds of rate hikes given what's happening with inflation HASSETT: The bottom line we're in a time just like we were in the '90s ... CNBC: But don't you have to react to the data? HASSETT: It's a temporary disruption that we expect people will look through
1:11

CNBC: Do you think Warsh is going to stick with his plan to cut rates? Because the market is pricing in higher odds of rate hikes given what's happening with inflation HASSETT: The bottom line we're in a time just like we were in the '90s ... CNBC: But don't you have to react to the data? HASSETT: It's a temporary disruption that we expect people will look through

Aaron Rupar

34,734 views • 6 months ago

🚨 NOW: President Trump just said America is about to surge the Golden Age as soon as the Iran war ends "As soon as this war is over, which will not be long, you're going to see oil prices dropped, and you're going to see a stock market, which is already at the highest points in history, go through the roof, you're going to see the Golden Age of America, frankly, and you're seeing it now." "Don't forget, you have hundreds of ships that are loaded up with oils that want to come out." "You're going to have inflation that goes way down." "Now with all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country. Inflation is nothing but comparison, but our inflation is just your term." "If you go from before, just before the war, we were for the last three months, 1.7 percent."
1:19

🚨 NOW: President Trump just said America is about to surge the Golden Age as soon as the Iran war ends "As soon as this war is over, which will not be long, you're going to see oil prices dropped, and you're going to see a stock market, which is already at the highest points in history, go through the roof, you're going to see the Golden Age of America, frankly, and you're seeing it now." "Don't forget, you have hundreds of ships that are loaded up with oils that want to come out." "You're going to have inflation that goes way down." "Now with all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country. Inflation is nothing but comparison, but our inflation is just your term." "If you go from before, just before the war, we were for the last three months, 1.7 percent."

Eric Daugherty

119,853 views • 5 months ago

The Federal Reserve’s next rate decision comes Sept. 16, with pressure growing inside the central bank to resume rate hikes as inflation remains elevated. Fed Chair Kevin Warsh led a 9–3 vote in July to hold rates at 3.5%–3.75%. Minneapolis Fed President Neel Kashkari was among three dissenters who wanted an immediate 25-basis-point hike. The shift comes after CPI inflation had fallen to 2.4% in February, before the war. It has since risen to 3.5% in June and 3.4% in July. Kashkari now says the Iran war is becoming “a big driver” of inflation as energy costs work through “every facet of the U.S. economy.” “The longer that goes on, the less confident I am that inflation is going to return to target,” he said. With the Trump administration expected to announce a new phase of financial pressure on Iran Monday, Kashkari added: “For five years we’ve been saying inflation is going to return to target in the next year or two. It just keeps getting pushed out. Eventually we’re going to have to do more.”
1:29

The Federal Reserve’s next rate decision comes Sept. 16, with pressure growing inside the central bank to resume rate hikes as inflation remains elevated. Fed Chair Kevin Warsh led a 9–3 vote in July to hold rates at 3.5%–3.75%. Minneapolis Fed President Neel Kashkari was among three dissenters who wanted an immediate 25-basis-point hike. The shift comes after CPI inflation had fallen to 2.4% in February, before the war. It has since risen to 3.5% in June and 3.4% in July. Kashkari now says the Iran war is becoming “a big driver” of inflation as energy costs work through “every facet of the U.S. economy.” “The longer that goes on, the less confident I am that inflation is going to return to target,” he said. With the Trump administration expected to announce a new phase of financial pressure on Iran Monday, Kashkari added: “For five years we’ve been saying inflation is going to return to target in the next year or two. It just keeps getting pushed out. Eventually we’re going to have to do more.”

Drop Site

66,908 views • 1 month ago

BREAKING NEWS: Bill Ackman has just revealed that he believes the Fed will cut interest rates as early as Q1 of 2024 Here are some other quotes from this short clip w/ David Rubenstein On the Broader Economy "I do think the economy is weakening... and we're seeing that with our companies" On When the Fed Will Cut Rates "I think [the Fed] is going to cut rates sooner than people expect... what's happening is the real rate of interest keeps increasing as inflation declines... and that is having a [negative] effect on the economy." On Commercial Real Estate "Most companies fixed their debt at low interest rates, and certainly real estate investors did the same. And that works until it doesn't work. And so what's going to be interesting is when people have to re-price their debt. And I think that can have a cliff like effect. And I think you're certainly seeing that in real estate."
3:05

BREAKING NEWS: Bill Ackman has just revealed that he believes the Fed will cut interest rates as early as Q1 of 2024 Here are some other quotes from this short clip w/ David Rubenstein On the Broader Economy "I do think the economy is weakening... and we're seeing that with our companies" On When the Fed Will Cut Rates "I think [the Fed] is going to cut rates sooner than people expect... what's happening is the real rate of interest keeps increasing as inflation declines... and that is having a [negative] effect on the economy." On Commercial Real Estate "Most companies fixed their debt at low interest rates, and certainly real estate investors did the same. And that works until it doesn't work. And so what's going to be interesting is when people have to re-price their debt. And I think that can have a cliff like effect. And I think you're certainly seeing that in real estate."

Triple Net Investor

172,305 views • 2 years ago

🚨JUST IN: BlackRock urges Fed to cut rates. Blackrock's CIO Rick Rieder says the Fed needs to cut rates to ease housing and inflation. 🗣️"I think it's quite consistent to bring the interest rate down, even though the economy is operating at a pretty good level."
0:38

🚨JUST IN: BlackRock urges Fed to cut rates. Blackrock's CIO Rick Rieder says the Fed needs to cut rates to ease housing and inflation. 🗣️"I think it's quite consistent to bring the interest rate down, even though the economy is operating at a pretty good level."

Coin Bureau

52,724 views • 1 year ago

🚨 BREAKING: The Federal Reserve has voted to RAISE interest rates for the first time in THREE YEARS In a unanimous vote, the Fed hiked rates by a quarter point. However, the Fed mentions the economy is STRONG, expanding at a "solid pace," and capital investment is "robust" President Trump will likely NOT be happy with this result. I expect a Truth Social post anytime now 👀
3:32

🚨 BREAKING: The Federal Reserve has voted to RAISE interest rates for the first time in THREE YEARS In a unanimous vote, the Fed hiked rates by a quarter point. However, the Fed mentions the economy is STRONG, expanding at a "solid pace," and capital investment is "robust" President Trump will likely NOT be happy with this result. I expect a Truth Social post anytime now 👀

Nick Sortor

235,478 views • 23 days ago

🇺🇸 Philip Pilkington says the Treasury stepped into the bond market to push long-term yields lower. It worked for about a day. Then yields rose again. The problem is bigger than one failed intervention. The Treasury wants cheaper long-term borrowing, while the Fed is reluctant to cut rates because inflation remains above target. Meanwhile, Japan may be forced to sell more U.S. Treasuries, and the ECB is openly warning that the AI boom looks like a bubble. Different institutions. Different incentives. One increasingly stressed financial system. Pilkington's phrase for it is clean and simple: They're fighting gravity. Philip Pilkington
3:40

🇺🇸 Philip Pilkington says the Treasury stepped into the bond market to push long-term yields lower. It worked for about a day. Then yields rose again. The problem is bigger than one failed intervention. The Treasury wants cheaper long-term borrowing, while the Fed is reluctant to cut rates because inflation remains above target. Meanwhile, Japan may be forced to sell more U.S. Treasuries, and the ECB is openly warning that the AI boom looks like a bubble. Different institutions. Different incentives. One increasingly stressed financial system. Pilkington's phrase for it is clean and simple: They're fighting gravity. Philip Pilkington

Mario Nawfal

87,510 views • 1 month ago