Jason Ware

speaker

527 appearances 2 recordings 1 series first heard Apr 2026 last heard 13 Jul

Jason Ware’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 Jul 2026 with 1.

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The Rundown · How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) · 13 Jul 2026 podcast

And so I think if done well, there's a big opportunity to improve things there.

And then the last point I'll make, you mentioned that he came out hawkish and that sort of surprised folks.

You and I had talked about earlier in the year how

And you had just made mention to it, this idea that Kevin Warsh for most of his career, indeed, when he was at the Central Bank, you know, 15 plus years ago, he was a noted hawk.

And so this is who Kevin Warsh is, I think, in terms of his default setting.

I think the reason people were surprised is not because of Warsh's body of work, but rather who nominated him, Donald Trump, who wants lower interest rates.

And so I think Kevin is doing what Kevin does.

And he's looking at the data, he's looking at the information, and he's leaning a bit more

hawkish right now because he's wants to see how inflation both tariffs and energy the war in the middle east is not over yet where it feels like it's on again off again every day he wants to see how that filters in and so i think we are where we are and he's going to continue to these core messages we will get inflation back to target so let's see if he does that

Well, it has to because the Fed has a dual mandate of price stability, i.e.

inflation and full employment.

In other words, the jobs market.

Right now, the employment market looks pretty good.

You're right.

The June number was below consensus.

But if you look at the three months prior to that, we were averaging, you know, one hundred fifty thousand or so.

And so as I look at the jobs market from from my perch, I think we've just been in a process of normalizing for a couple of years post-COVID.

I think that the

Immigration policy in this country has brought down the equilibrium rate of job creation, just given the supply side dynamics.

I'm not the only one out there talking about that.

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