Alex Frangos

speaker

457 appearances 23 recordings 1 series first heard Feb 2025 last heard 5d ago

Alex Frangos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 17 in all, peaking in Aug 2026 with 3.

Appearances

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WSJ What’s News · Why Trump Keeps Calling Kevin Warsh · 6 Aug 2026 podcast

I mean, the president kind of has a roster of people, a kitchen cabinet, so to speak, not necessarily in the cabinet, people just around the world, world leaders, business leaders, people he just has on speed dial that he calls up and says, hey, what do you think of this?

What do you think of that?

And Warsh is one of those people and Warsh is in that social circle of people.

people who are close to the president.

That's where he was before he became Fed chair.

So I think it makes sense that he's still on that list.

But certainly the Fed will view the world in a different way.

The Fed chair is going to look at the Iran war and say, this is causing inflation.

This is causing supply chain disruptions.

This is how I'm analyzing it vis-a-vis monetary policy.

Same with AI.

Kevin Warsh has actually been quite public in saying that he thinks AI is something that's going to depress inflation.

at least over the medium term, and so probably does have thoughts.

He also has to be thinking about financial stability and looking at markets and looking at AI go up and down in a very volatile manner, and we'll have a perspective on that that may be relevant.

WSJ What’s News · Wall Street’s Chip Selloff Goes Global · 28 Jul 2026 podcast

So what we have is basically huge enthusiasm for chip stocks.

You have the Korean market and other places going up massively.

And now we're in a period where people are questioning their assumptions about the enthusiasm for the AI build out and about competition for making those chips.

We have this Chinese chipmaker come out of, it feels like came out of nowhere to become China's most valuable company, CXMT, seen as a big competitor and competition erodes profits.

So that's one thing.

Then the Journal reported yesterday that NVIDIA was in talks to provide this $250 billion of backstop financing on OpenAI data center that sent NVIDIA shares down 5%.

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