S4E8:  Warsh Does the Jackson Hole Two-Step

S4E8: Warsh Does the Jackson Hole Two-Step

Author: Greg Weldon September 7, 2026 Duration: 37:06
Send us Fan Mail In August of 2008 when Jerome Powell assumed the "Chair" of the US Federal Reserve Bank the FOMC published eleven "White Papers", over 300 words, hundreds of formulas, theories, historical, testing. I read every single word, within which the Powell-Fed laid out their "New Policy Paradigm". The new Policy Paradigm in 2018 was a pledge to LIFT inflation to a level ABOVE 2%, after years of sub-par rates. Thus the "two step", as Kevin Warsh dances away from that policy to his own...

Greg Weldon hosts Money, Markets & New Age Investing, a podcast built on the idea that modern investing requires more than just financial news. It demands a framework that blends disciplined analysis with an understanding of the underlying forces-economic, mathematical, and even scientific-that drive global capital markets. The aim here is to demystify how these complex systems actually work, moving beyond surface-level commentary to explore the mechanics that make markets tick. You’ll hear detailed discussions on specific trading strategies, but always paired with the crucial component of risk management. Weldon emphasizes protecting your downside as much as identifying opportunity, arguing that true capital preservation is the foundation of growth. This isn't about quick tips; it's about developing a structured, informed approach to navigating volatility. Each episode translates vast market data and interconnections into actionable insights, aiming to level the playing field for individual investors. By integrating perspectives from business, investing, mathematics, and science, the podcast provides a unique, multi-disciplinary toolkit for anyone looking to make more deliberate decisions with their capital. Tune in for a rigorous yet accessible deep dive into the principles and tactics that define new age investing.
Author: Language: en-us Episodes: 50

Money, Markets & New Age Investing
Podcast Episodes
S2 E12:  Vladimir is Bullish on Silver & Bitcoin [not-audio_url] [/not-audio_url]

Duration: 35:11
Send us Fan Mail Vladimir Lenin once said... "The way to crush the bourgeoisie is to grind them between the millstones of taxation and inflation." While there is controversy as to whether it was in fact Lenin who said th…
S2 E11:  The US Dollar - Exposed as "The Emperor Has No Clothes" [not-audio_url] [/not-audio_url]

Duration: 32:05
Send us Fan Mail The "Twin Towers" are gone, but never forgotten. Greg worked in Four WTC for several years, and in the adjacent World Financial Center as well, so it is with all humility and respect that he discusses th…
S2 E10:  I Won't Say I Told You So... [not-audio_url] [/not-audio_url]

Duration: 30:14
Send us Fan Mail It's Season Two, Episode Ten and Greg reviews the dramatic shift in the monetary policy narrative from the Federal Reserve this past week, away from "fighting inflation" to "protecting the economy", foll…
S2 E9:  Trading Lessons From the Original Market Wizards [not-audio_url] [/not-audio_url]

Duration: 33:52
Send us Fan Mail In Episode 9, Greg introduces his new Three Podcast Special Series, "interviews" with a handful of the greatest money managers/traders of all-time, thanks to his colleague of many years, the legendary Ja…
S2 E8:  There is NO Debating the Current Health of the Economy! [not-audio_url] [/not-audio_url]

Duration: 31:31
Send us Fan Mail There was a mind-numbing Presidential debate this week on national TV, but there is NO "debating" the facts: Fact -- the US consumer is cocooning, cutting back discretionary spending amid a depletion of…
S2 E7:  Powell Taps Out [not-audio_url] [/not-audio_url]

Duration: 24:50
Send us Fan Mail First, don't miss the offer of a FREE Chart Book that accompanies this Episode, with dozens of cool charts on Consumer Credit, Delinquencies, Household Finances, Inflation, Retail Sales, and, ALL the mar…
S2 E6:  US Stocks - Exit Stage Left? [not-audio_url] [/not-audio_url]

Duration: 22:35
Send us Fan Mail The S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has ris…
S2 E5:  Central Bank MoneyFest 2024 [not-audio_url] [/not-audio_url]

Duration: 34:50
Send us Fan Mail Twenty-two global Central Banks held meetings this past week to decide what, if any, changes they would make to their monetary policy stance. More than one-third of those Central Banks (8) voted to CUT t…
S2 E4:  Captain Crunch...Are We Headed for Global Credit Crunch? [not-audio_url] [/not-audio_url]

Duration: 31:35
Send us Fan Mail You have heard me warning about a coming crisis in US Commercial Real-Estate and how it would link to Small Banks, not only here in the US, but around the world. Moreover, I warned in December about Smal…
S2 E3:  A Global-Macro Economic Trilogy [not-audio_url] [/not-audio_url]

Duration: 31:03
Send us Fan Mail In Episode #3 of Season Two Greg offers an in depth look at three countries which reflect the three primary and dominant macro-economic "backdrops" - Stagflation, Inflation and Deflation. Each of these l…