Stephanie Roth
speaker
365 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Stephanie Roth’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
You know, there was this big wave up.
Then it came back down kind of recently when it was assumed that, you know, the Fed was going to be much more hawkish than expected.
That kind of was around Warsh's first press conference.
And now I think we're kind of settling in the middle where...
We're back to sort of trading on other things.
And the hype about debasement is probably over the extreme concern that it's entirely the opposite.
That's probably at its low, too.
And now we're going to be just trading more so on fundamentals and demand and sort of the inflation dynamics outside of this whole debasement, non-independent Fed idea.
I mean, currently, it's just the volatility with the Iran war.
It's hard for, you know, business and consumers to make decisions when, you know, they don't know what's coming next.
If you have certainty...
Right, and that's the dynamic that we're in.
Last year, that was the thing that drove the economy to be a lot slower, was just the uncertainty, because the tariff policy ended up not impacting the economy all that much.
Yeah, it was a little bit inflationary, but...
the economy ended up being perfectly fine as a result, but it was the uncertainty that really held back business and consumer sentiment.
We're not, we're nowhere near that, but if, if, you know, this continues and it's off and on again, and if it's off and on again and it continues to impact markets in a volatile way, I think that's a problem.
If it ends up being, you know, 80 something dollar oil, the economy can kind of settle into that.
So that's one thing, just having some sort of certainty or at least less concern on a day to day basis about kind of what's happening over there.
Um,
Otherwise... You're good.
Showing 321–340 of 365 · page 17 of 19
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