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Strategies & Market Trends : Young and Older Folk Portfolio

SLV 75.39

-28.6%

Jan 30 4:00 PM EST

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To: SeeksQuality who wrote (25808)	1/31/2026 10:02:11 AM
From: DinoNavarre	5 Recommendations Read Replies (1) of 25840

One view of Warsh..... Thoughts on Warsh He understands that the Fed is no longer the protagonist of the American story. That's the plot twist that needs to be deeply realized. The era itself possesses more agency than the characters inhabiting it. Warsh thinks AI provides a temporary bypass, a supply-side accelerator that allows the economy to run hotter for longer without immediate combustion.That's because he believes AI is ultimately a productivity boost and is deflationary. So you can run hot prior to the productivity benefit. It is a tactical recognition that if machine intelligence can widen the margin of productivity, the Fed can afford to keep its foot off the brake. He still knows the road ends in a wall if the physical infrastructure is not widened to match the digital speed. His rejection of Neo-Classical models is a rejection of the ghost in the machine. He views the "equilibrium" the Fed models as a fiction, preferring AI-driven models that account for the friction of the real world. The situational agency of 2026 leaves him with no alternative but to back reindustrialization. The structural debt and the "future certainty" of the material deficit—the reality is that we need more silver, copper, and titanium than we can currently access—the agency of this risk dictates the path and momentum. Policy is now a hostage to physics. You cannot print the metals required for the energy transition or the chips required for the AI boom. Warsh is trapped by the outcomes of previous dogma. His support for rebuilding the industrial base is the only way to prevent the debt trap from snapping shut. In this narrative, the central banker is less a master of the universe and more an engineer trying to reinforce the tracks before the train arrives.Put another way, this new industrialization era will require a different style of Fed chair and new pro-industrial policy FOMC. Expect a lot of volatility as the world changes around us. It wouldn't be fun if it was easy.

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