The Outlook for a Kevin Warsh-Led Fed
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 February 2026
⏱️ 42 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, February 6th, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.
2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.
3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.
4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.
5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.
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Transcript
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| 0:00.0 | Hello, I'm Michelle Hussain, and for more than 20 years, I was at the BBC. |
| 0:05.6 | But all the time I was delivering the headlines, I wanted to go further than the news of the day, |
| 0:13.3 | to spend more time with the people shaping our world. |
| 0:17.2 | And that's what I'm doing here on this podcast, speaking to people from Nigel Farage. |
| 0:22.6 | This is a love you trying ever so hard. |
| 0:24.6 | To tech journalist Karaswisher. |
| 0:27.6 | And the tech industry is running wild. |
| 0:29.6 | You know, they've gotten what they wanted and they've seen a huge run-up in their stock prices. |
| 0:33.6 | This will be a place where every weekend you can count on one essential conversation to help make sense of the world. |
| 0:44.0 | So please join me, listen and subscribe to the Michelle Hussein show from Bloomberg Weekend, wherever you get your podcast. |
| 0:52.4 | You're certainly ask interesting questions. |
| 0:59.2 | Bloomberg Audio Studios. |
| 1:01.7 | Podcasts, radio, news. |
| 1:09.0 | This is the Bloomberg Surveillance Podcast. |
| 1:12.3 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:19.3 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:24.3 | We speak with Claudia Assam, Chief Economist, New Century, Advisors. Maybe we'll get her |
| 1:29.5 | back here for Wednesday when we get the actual report of the government shutdown and all |
| 1:32.9 | that three or four days delayed. There's been all sorts of responsible and irresponsible |
| 1:39.8 | writing, thinking, blathering on our new chairman of the Federal Reserve. The nominee is Kevin Warsh. |
| 1:48.2 | At the top of the responsible pile is Claudia Assam, ACE academics from Michigan, real Fed credibility, |
| 1:57.7 | changing the dialogue of recession in America. She has been careful and respectful |
... |
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