Fed Governor Miran on Why Inflation Fears Are Overstated | Forward Guidance

Fed Governor Miran on Why Inflation Fears Are Overstated | Forward Guidance

From The Breakdown by Blockworks

April 2, 2026 · 34 min

About this episode

Felix Jauvin interviews Fed Governor Stephen Miran about the overstated fears of inflation and the future of monetary policy.

While The Breakdown is between seasons, we’re bringing some of our favorite conversations from across Blockworks onto the feed. In this episode of Forward Guidance, Felix Jauvin sits down with Fed Governor Stephen Miran at DAS to discuss why he believes inflation fears are overstated, why the Fed may still be too restrictive, and how AI, deregulation, and stablecoins could all shape the future of monetary policy. FOLLOW GUEST › Federal Reserve – https://x.com/federalreserve FOLLOW THE SHOW › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks ›David https://x.com/dcanellis TIMECODES (00:00) Introduction (02:36) Why Miran Dissented (05:10) Nexo Ad (05:44) Looking Through Oil Shocks (07:32) AI And Deregulation Disinflate (11:04) The Case For Neutral (13:26) What Sets Neutral Rates (17:03) Nexo Ad and Blockworks IR Promo (18:47) Where “Running It Hot” Narrative Fails (26:01) Skinny Master Accounts (28:00) Stablecoins And Dollar Demand SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and…

People in this episode

Host: Felix Jauvin

Guest: Stephen Miran

Topics covered

  • inflation
  • monetary policy
  • AI
  • deregulation
  • stablecoins

Keywords

  • inflation
  • monetary policy
  • AI
  • deregulation
  • stablecoins
  • Fed
  • Nexo

Sponsors

Nexo

Mentioned in this episode

Organizations: Federal Reserve, Blockworks

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