I think Kevin Walsh is an incredibly strong intellectual candidate. He has very strong views on the role of the Federal Reserve. So I think he believes in a narrow central bank, a central bank that will have a much smaller balance sheet, a central bank that should stick purely to interest rates and not opine on other things such as climate denial.And also, you know, sort of the shift in its mandate to include in inclusive employment. So I would say he is a very sort of orthodox figure from his past sort of ...

🇺🇸 INSIGHT: James Lavish says the U.S. Treasury is pushing for rate cuts because with so much government debt in short-term T-bills, every 25bp cut reduces annual interest costs by about $25 billion. https://t.co/hZSCTyFaR3 ...

“If we continue on the current course and we don’t take the growth level up, there will be a reckoning,” David Solomon said on Thursday about government debt: Here’s your Evening Briefing https://t.co/QxNHk1ovHR ...

Market Trends - Investors are increasingly worried about growing government debt [1] - Investors are flocking to alternative assets like precious metals and cryptocurrencies [1] Company Strategy - BlackRock's CEO Larry Fink commented on investor behavior [1]

Market Trends & Investment Opportunities - Gold price topped $4,000 per ounce, hitting a record high, indicating eroding faith in central banks [1] - The rally in gold mirrors speculative frenzies seen in crypto and AI stocks [3] - Gold is traditionally a hedge against a weak dollar and other fiat currencies like the Yen [3][4] - Bitcoin is viewed as digital gold, a hedge against bad outcomes, but historically moves with stocks as a risk asset [5][6] Macroeconomic Concerns & Risks - The world is awash in government debt, with Japan around 200% of GDP and the US closing in on 100% of GDP [8] - Concerns exist about politicians monetizing debt and inflating their way out of it due to high debts, low growth, and populist politics [9] - The US has enormous deficits with no political will to address them [8] - Tariff revenue might be used for purposes other than deficit reduction, such as farm bailouts or supplemental nutrition assistance [11][12] Monetary Policy & Currency Integrity - Attacks on the Federal Reserve suggest easier monetary policy and higher inflation [4] - A new prime minister in Japan is criticizing the central bank's interest rate hikes [4] - Gold surpassing the Euro to become the second-largest global reserve asset after the dollar shows significant stocking up [15]