Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 4d ago

Telis Demos’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 — 8 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · What Fed Chair Kevin Warsh’s Jackson Hole Debut Means for Nervous Markets · 23 Aug 2026 podcast

Let's talk about that because we've talked so far about what Kevin Walsh isn't saying, but there are some things he is saying. matched

Um matched

And specifically about inflation and inflation targets. matched

Nick, what what what what has Kevin Walsh said is his mission at the Fed so far? matched

What what has he made clear about what he does want to do? matched

But for now decades, um, you know, for for for many years, we're all used to knowing that two percent PCE is the target and the measure. matched

Nick, how d how disruptive do you think it would be for Kevin Walsh to to keep pursuing this line of thinking and say, well, I don't really like PCE or um matched

You know, maybe the measure should be something different. matched

I mean that that that seems like that has something that that has the potential to like really upset the applicant of how how markets think about the Fed and react to the Fed. matched

Yeah, I think Trump said something like, Kevin's a smart guy, he he knows what to do, like he's he's given him at least a little bit of of of leash here. matched

it seems though that the that thus far the m the market though is matched

And and and and Nick tell me if this is what you're seeing. matched

You know, the market is maybe not willing to matched

To kind of uh assign the the trust that it might to say, okay, we we know when you say two percent, it doesn't mean two point oh, but w we get what you're saying. matched

Without a clearer reaction function or even I mean, Kevin Walsh has sort of said, Oh, we're debating the tools we can use and all that. matched

Nick, do you think that that that he needs to do something to to bolster the credibility that that he he's still committed to this target and and will do what is necessary. matched

necessary t to get there. matched

All right, we're gonna take one more quick break and then we're gonna come back for a little more conversation with Nick and Professor Mishkin. matched

Welcome back. matched

So Nick, what what what do you what's your sense of what we might hear from Walsh at Jackson Hole? matched

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