Daire MacFadden

speaker

144 appearances 2 recordings 1 series first heard May 2026 last heard 9 Jun

Daire MacFadden’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

Appearances

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Unhedged · Why are investors so jumpy? · 9 Jun 2026 podcast

Then, you know, the Fed may be able, Kevin Warsh may be able to let himself off the hook a little bit and not have to raise rates, which is really the last thing that Kevin Warsh wants to do, given everything that we know about his desire to cut interest rates.

I mean, that's a genuinely tough one.

I mean, we've all been surprised by how well the economy has done these last few months, despite higher oil prices and less oil coming out of the Middle East.

But it just does not look like this can go on for much longer.

All of the analysis that's coming out from the bank says, you know, the inventories are falling.

And if we get to August and there is not an open straight for Hormuz, then we're going to be seeing oil prices at like $140, $150 per barrel, if not more.

Yeah, yeah.

Yeah, that's got to start with SpaceX who start trading on Friday.

Yeah.

And that money, some of that money will be new money coming into the market.

But some of that money has to come from somewhere.

And we think that part of that will be money flowing out of other investments.

I think everything rides on the SpaceX IPO now.

Even though Anthropic and OpenAI have filed their documents to the SEC, which is their intention to go public, they don't actually have to.

That's not a commitment.

And if market conditions don't support them going public...

You can expect to see them delay their listing.

I'm short deal trinkets and all the sorts of tacky marketing that comes up around these sorts of IPOs.

And I don't know if you saw this story, Rob, but Goldman Sachs has erected rockets in the lobby of its New York headquarters, which is its way of signaling that it's all in on the SpaceX IPO.

Unhedged · What’s bothering bonds? · 14 May 2026 podcast

I mean, it's basically anarchic.

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