The recent changes in Federal Reserve policy under new Chair Kevin Warsh, exploring implications for investors, bond markets, and portfolio strategies amid increased uncertainty and reduced transparency.

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Sunday, June 21, 2026

In this episode, Craig and David discuss the recent changes in Federal Reserve policy under new Chair Kevin Warsh, exploring implications for investors, bond markets, and portfolio strategies amid increased uncertainty and reduced transparency.keywords Federal Reserve, Kevin Warsh, monetary policy, bond market, investment strategy, market volatility, interest rates, fixed income, portfolio management.

  • Federal Reserve's communication strategy shift under Kevin Warsh
  • Implications of reduced transparency and forward guidance
  • Market volatility and investor strategies in uncertain times
  • Bond market adjustments: individual bonds and target maturity funds
  • The impact of Fed's balance sheet changes on liquidity and interest rates

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