About this episode

The episode discusses inflation, the new Fed chair's challenges, investing in China's AI ecosystem, and prediction markets.

The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressure from the White House. Also: investing in China’s home-grown AI ecosystem, and the predation in prediction markets. Watch the video

Explore listener stats, chart rankings, contacts and more on the Eye On The Market podcast page.