Neil Freiman

speaker

21,402 appearances 119 recordings 2 series first heard Feb 2025 last heard 3d ago

Neil Freiman’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 — 117 in all, peaking in Jul 2026 with 22.

Appearances

newest first · ▶ plays the moment

Morning Brew Daily · Fed Raises Rates for the First Time in 3yrs & What Happened to Ed Sheeran’s Tour · 17 Sep 2026 podcast

And it's amazing how things can change not just from the beginning of the year, but from July, which was the last Federal Reserve meeting. voice-verified

At that press conference, Kevin Warsh tried to explain why the Fed didn't cut interest rates, and he didn't do a very good job of it. voice-verified

He didn't provide many explanations. voice-verified

There were three dissents at that meeting. voice-verified

Three Fed governors did want to hike rates. voice-verified

Warsh got up there at the press conference, didn't really say much. voice-verified

Markets puked after this time, though. voice-verified

However, he did explain what he saw that led the Fed to raise interest rates. voice-verified

It was a completely unanimous decision. voice-verified

So at least from analysts' perspective, they're looking at Warsh's performance and they're saying, wow, you learned a lot, buddy, from July to September. voice-verified

Thank you. voice-verified

And the big thing to know is that the Fed usually doesn't hike interest rates once or cut interest rates once. voice-verified

When it makes a decision that it needs to lower interest rates or hike interest rates, it usually happens at least twice. voice-verified

So we're entering a regime now of higher interest rates for a while. voice-verified

Yeah. voice-verified

And Warsh spoke about that. voice-verified

He said this summer's inflation readings do not tell me that underlying trends have meaningfully improved. voice-verified

He noted that too many categories are still posting voice-verified

increases above 3% on both a 6-12 month basis. voice-verified

And I found these anecdotes about how oil prices seep into broader inflation really revealing. voice-verified

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