Brian Stewart

speaker

910 appearances 18 recordings 2 series first heard Feb 2025 last heard 10 Apr

Brian Stewart’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 — 8 in all, peaking in Feb 2026 with 4.

Appearances

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Wall Street Breakfast · Wall Street Roundup: market shifts to defense · 27 Mar 2026 podcast

What else are you focused on?

Earnings wise, do you have anything to look ahead to?

I would also point to that conversation with Victor.

He gives a few minutes about the Fed, and I find it very interesting.

If you may not find it compelling, it's certainly interesting.

I think it's compelling too, but you know.

That's what makes horse races.

As we close out this conversation, as we close out March, any final notes about the market as we head into the weekend?

As we're talking right now, the markets are down, treasury yields are up, hitting multi-month highs.

Anything to note there, say?

Thank you for that.

And it's interesting, funny that you called it a personality driven.

I mean, you know, on point, too, in terms of the Fed.

But the conversation was mostly predicated on me asking Victor what he would do if he were nominated instead of Warsh.

So to your point that it's, you know, it's a very subjective affair these days.

The first point that he was making is the connection between gold prices and interest rates and how the way that the conversation has turned with interest rates makes it more compelling for the long term case for gold and gold miners to that point.

That was one of his main points.

Yeah.

Thank you, Brian.

Any final words to close out or have we said them already?

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