Henry Epp

speaker

233 appearances 5 recordings 1 series first heard Jul 2026 last heard yesterday

Henry Epp’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 — 5 in all, peaking in Sep 2026 with 2.

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Marketplace · The other war affecting fuel prices · 10 Jul 2026 podcast

But I think when you look at those minutes, you see that there is growing concern among a lot of those policymakers about inflation, where it is and where it's headed.

And I think that that is shaping up to be

the story of this first part of the Kevin Warsh Fed.

Yes, we talk a lot about what's happening in the Middle East, but I think there's this roiling concern among policymakers and economists and investors as well that inflation, which was already higher than the Fed wanted it to be, was proving to be a persistent problem, is bleeding beyond just energy and other parts of the economy.

So I'm with you.

I look at that and maybe you can say Kevin Warsh kept everybody in line.

Maybe they gave him the benefit of the doubt, but I do think that there was more concern there than we thought, at least from the get-go.

Overall, I thought it was good news.

It's a lot of smart, credible people who aren't overtly partisan.

And I read it as this was a signal that Kevin Warsh is not doing the bidding of the White House, that he is trying to seriously position the Fed for the future.

Now, you can quibble, you know, certainly with a few names here and there.

But the bigger problem for Kevin is five is a lot.

I don't care how good of a multitasker you are to have five screens up.

You can't pay attention to them all.

So it seems to me like, you know, he's going to… That's a good analogy, five screens.

Yeah, particularly in the FIFA era.

But anyway, so I think he's…

It's pretty obvious he's going to move quickly on communications and data, potentially looking at some other data.

I think the interesting wild card is when I looked at the names on the inflation one.

As David was just saying, we're probably going to stay well above the 2% inflation target for a long time.

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