#kevin-warsh — Wealth & Means

Episodes tagged #kevin-warsh on Wealth & Means.

Everyone's Watching the Wrong Object — 2026-08-22
We keep staring at the object: the model, the robot, the gold bar, the tradition, the headline. Almost every story in this episode says the same quiet thing back — that's not where the value went. A capable AI model now fits on a graphics card you could buy at a mall, while the switchboard that decides which model gets the job sold for more than seven billion dollars. A public company discovered it can rent robots instead of selling them. A media company found that half its revenue comes from the room, not the reporting. And a rare-earth ticker moved before anybody could explain why. Then we look ahead to Jackson Hole, a new Fed chair's first keynote, personal consumption data, a GDP revision, Nvidia earnings, a trillion-dollar filing on a fifteen-day clock, and a sanctions bill whose real consequence may land in Indian refining margins.
Nobody Prices the Doorway — 2026-08-15
Every threshold in life has a number posted on it, and that number is almost never the real one. The down payment isn't the cost of the house. The poverty line isn't the line between comfortable and not. An election result isn't the same thing as governing. And the price of copper depends on which side of a border it's sitting on when you ask. This episode is built around entry costs — eleven stories from the week, a Fed decision to read between the lines, a Knowledge Bomb on cash-to-close math, a Humor Me about America's many words for broke, Jackson versus Roosevelt on who actually governs, and a patient chemist in Illinois who spent three years and two hundred failed compounds making it less brutal to fall asleep.
What's Actually Holding This Up — 2026-07-18
Trade corridors nobody's signed yet, a synthetic cell nobody's sure is alive, two SPACs betting on decades that haven't happened, a Fed chair promising to end a five-year inflation story, two trillion-dollar earnings nights landing on the same Wednesday, a resume trying to survive a machine before it reaches a human, and a chemist who got rich finding value in what everyone else called lab residue.

#kevin-warsh — Wealth & Means

Episodes tagged #kevin-warsh on Wealth & Means.

Everyone's Watching the Wrong Object — 2026-08-22
We keep staring at the object: the model, the robot, the gold bar, the tradition, the headline. Almost every story in this episode says the same quiet thing back — that's not where the value went. A capable AI model now fits on a graphics card you could buy at a mall, while the switchboard that decides which model gets the job sold for more than seven billion dollars. A public company discovered it can rent robots instead of selling them. A media company found that half its revenue comes from the room, not the reporting. And a rare-earth ticker moved before anybody could explain why. Then we look ahead to Jackson Hole, a new Fed chair's first keynote, personal consumption data, a GDP revision, Nvidia earnings, a trillion-dollar filing on a fifteen-day clock, and a sanctions bill whose real consequence may land in Indian refining margins.
Nobody Prices the Doorway — 2026-08-15
Every threshold in life has a number posted on it, and that number is almost never the real one. The down payment isn't the cost of the house. The poverty line isn't the line between comfortable and not. An election result isn't the same thing as governing. And the price of copper depends on which side of a border it's sitting on when you ask. This episode is built around entry costs — eleven stories from the week, a Fed decision to read between the lines, a Knowledge Bomb on cash-to-close math, a Humor Me about America's many words for broke, Jackson versus Roosevelt on who actually governs, and a patient chemist in Illinois who spent three years and two hundred failed compounds making it less brutal to fall asleep.
What's Actually Holding This Up — 2026-07-18
Trade corridors nobody's signed yet, a synthetic cell nobody's sure is alive, two SPACs betting on decades that haven't happened, a Fed chair promising to end a five-year inflation story, two trillion-dollar earnings nights landing on the same Wednesday, a resume trying to survive a machine before it reaches a human, and a chemist who got rich finding value in what everyone else called lab residue.