What podcasts say about Kevin Walsh
Every statement, with the speaker, the exact quote and the moment it was said.
What others have said about Kevin Walsh
6 statements · 1 positive · 4 negative · 1 neutral
Kevin Walsh intends to communicate less than prior Fed chairs.
“he doesn't want to say as much”
Open the episode · Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big TechListen at 31:46
Kevin Walsh views himself as a Federal Reserve reformer.
“He views himself as a reformer.”
Open the episode · Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big TechListen at 32:29
Kevin Walsh’s reduced guidance contributed to recent rates-market overshooting.
“Walsh has removed those guardrails. And that has contributed, in my view, to rates markets running rampant over recent weeks.”
Open the episode · 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78Listen at 22:32
A policy mistake by Walsh would further harm bond markets.
“if Walsh gets this wrong, then that would be another unhelpful factor for the bond markets.”
Open the episode · Why The Bond Market Is Starting To Revolt — ft. Katie MartinListen at 1:05:23
Walsh’s acceptance of higher yields would cause bond yields to rise further.
“if he keeps signaling that, you know, actually, I'm very happy for the market to do my job for me and I want yields to be much higher. then they'll push higher”
Open the episode · Why The Bond Market Is Starting To Revolt — ft. Katie MartinListen at 1:07:21
Kevin Walsh can tolerate higher growth without immediately raising interest rates.
“Walsh can safely steer right past the monster of a housing collapse and tolerate a higher growth economy without rushing to hike interest rates.”
Open the episode · Signal over Noise: Navigating Scylla and Charybdis at Jackson HoleListen at 4:50
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.