About this episode

The episode discusses Kevin Warsh's early tenure as Federal Reserve chair and its implications for interest rates, along with insights on bank earnings season.

Recorded on 07/14/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Gennadiy Goldberg, the head of rates strategy at TD Securities. We look at Kevin Warsh's first few weeks on the job as Federal Reserve chair and assess what it means for interest rates going forward. In addition, TD Cowen specialty salesperson Scott Smith gives an assessment of bank earnings season.

People in this episode

Host: Jaret Seiberg

Guest: Gennadiy Goldberg

Topics covered

• interest rates
• Federal Reserve
• bank earnings
• financial policy
• rates strategy

Keywords

• Kevin Warsh
• interest rates
• Federal Reserve
• bank earnings
• financial policy

Mentioned in this episode

Organizations: Federal Reserve, TD Securities

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