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Who is Kevin Warsh?, Yahoo CEO Live in the Ultradome, WSJ House of the Year | Jim Lanzone, Tyler Cowen, Jason Lemkin, Alex Roy, Bobby Fijan

42 snips
Jan 30, 2026
Jim Lanzone, Yahoo CEO, turnaround specialist focused on traffic-first product and AI search rollout. Tyler Cowen, economist and Marginal Revolution coauthor, analyzes the Fed, Kevin Warsh’s nomination, metals, and AI risks. Jason M. Lemkin, SaaS founder/investor, on events, SaaS economics, and AI-driven GTM shifts. Alex Roy, endurance driver/writer, on the Tesla FSD Cannonball Run. Bobby Fijan, housing founder, on factory-built row homes and scaling affordable urban housing.
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00:00 / 00:00

Warsh: Crisis Experience, Long-Term Mindset

  • Kevin Warsh blends crisis playbook experience with skepticism about perpetual QE and favors thinking decades ahead.
  • He supports targeted growth policies and warns against relying on temporary stimulus as a long-term strategy.
00:00 / 00:00

Passive Quantitative Tightening Explained

  • Passive quantitative tightening means letting bonds mature and not reinvesting proceeds to shrink the Fed's balance sheet.
  • That approach plus rate cuts could lower short-term rates while pushing longer-term yields unpredictably higher.
00:00 / 00:00

Start Turnarounds With Traffic And Focus

  • Turnarounds succeed when you start with substantial traffic and focus on fewer, better products.
  • Improve product quality, restructure the team, and focus resources before scaling.
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