Lower rates plus QT: realism and risks

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• (01:42) - Who is Kevin Warsh?
• (31:57) - 𝕏 Timeline Reactions
• (40:34) - Google Targets Chinese "Cyber Weapon"
• (47:48) - WSJ Mansion Section
• (01:03:08) - Jim Lanzone, CEO of Yahoo, has a rich background in technology and media, including leadership roles at Tinder and CBS Interactive. In his discussion, he reflects on his journey as a "turnaround guy," detailing his experiences revitalizing companies like Ask Jeeves and CBS Interactive. He emphasizes the importance of starting with substantial traffic and improving products, teams, and focus areas to achieve successful turnarounds.
• (01:36:39) - Tyler Cowen, an American economist and professor at George Mason University, is renowned for his work in cultural economics and his influential blog, Marginal Revolution. In the conversation, he discusses the appointment of Kevin Warsh as Federal Reserve Chair, expressing cautious optimism about Warsh's political acumen and potential independence from President Trump. Cowen also addresses the surge in precious metals, attributing it to investors' search for safe havens amid global uncertainty, and emphasizes the importance of the Federal Reserve's vigilance regarding AI's impact on the financial system and employment.
• (02:04:08) - Jason M. Lemkin is a SaaS investor, founder, and operator best known for founding SaaStr, the largest global community for SaaS founders and executives. He previously founded EchoSign, which was acquired by Adobe, and now focuses on early- and growth-stage SaaS companies through SaaStr Fund while hosting SaaStr Annual, one of the industry’s flagship conferences.
• (02:45:57) - Alex Roy, an American writer and rally race driver known for setting endurance driving records, discusses his team's recent achievement of completing the first Tesla Full Self-Driving (FSD) Cannonball Run across the United States with zero interventions. The journey, spanning 3,081 miles from Los Angeles to New York, took 58 hours and 22 minutes, with FSD handling all driving tasks, including navigation through adverse winter conditions. Roy highlights that human errors, such as navigational and charging mistakes, added time to the trip, emphasizing the impressive capabilities of Tesla's FSD system.
• (02:59:34) - Bobby Fijan, co-founder of The American Housing Corporation, discusses the company's mission to build row homes for young families across the U.S. By vertically integrating manufacturing, contracting, and development, they aim to reduce on-site labor by 95% and offer fixed pricing nationwide. Fijan emphasizes the importance of providing affordable, family-friendly housing to retain families in urban areas.
• (03:08:24) - 𝕏 Timeline Reactions

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