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David Beren

Can Kevin Warsh Tighten Policy Without Crossing Trump?

The Federal Reserve’s new chair faces a political problem more than an economic one. Kevin Warsh needs to tighten policy in an inflation backdrop that is heating up while avoiding antagonizing the president who…

David Beren · 3 months ago

Debt Spirals vs. AI Factories: The Great Macro Divide of 2026

On a recent All-In Podcast episode featuring guest Gavin Baker, the roundtable looked at the exact same economic data and came away with completely different investment outlooks. David Friedberg is highly focused on building…

David Beren · 3 months ago