Kevin Warsh

speaker

277 appearances 3 recordings 1 series first heard Jul 2026 last heard 4d ago

Kevin Warsh’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 — 3 in all, peaking in Sep 2026 with 1.

Appearances

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Bannon`s War Room · Episode 5623: Kevin Warsh Addresses Jackson Hole Economic Forum · 28 Aug 2026 podcast

It wasn't so long ago, including in rooms like this, in the run-up to the crisis of 2008 and over the decade that followed, when economists and policymakers were speaking of secular stagnation, speaking of a global savings glut. matched

It was a widely held view that an excess of capital would sit on the sidelines for a very long, long time because there just wouldn't be enough compelling investment opportunities. matched

All the good stuff, you'll recall, had been invented, so growth would be low and slow. matched

Well, times sure have changed. matched

We've come to a hinge point in history, to borrow a phrase, a framing from my former mentor, George Shultz. matched

To cite the clearest example, progress in AI, the 80-year-old name for the newest technology, has been faster even than its evangelists predicted just a couple of years ago. matched

The potential for substantially higher growth is on the rise. matched

Ever expanding pools of capital pouring into AI related infrastructure of all sorts. matched

A kind of super Moore's Law seems to be playing out. matched

Scaling laws too are changing both the method and speed of innovation. matched

Capital and labor have combined to create large language models at the heart of AI. matched

Users buy tokens to gain access to these models. matched

Reports put annualized token sales for the two leading labs alone at more than $100 billion, an increase of 500% from just 12 months ago. matched

We at the Fed, we watch all this attentively. matched

We recognize that AI is a new variable, potentially a new factor of production that will have consequences both for the economy matched

and for the conduct of monetary policy. matched

It opens up some major lines of inquiry. matched

Will the application of AI cause a significant sustained rise in productivity across the economy? matched

If so, when? matched

Will token usage be complementary or competitive to labor? matched

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