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Marketplace All-in-One

WWKD?

03 Feb 2026

Transcription

Chapter 1: What are investors asking about Kevin Warsh's nomination?

1.499 - 23.203 David Brancaccio

A key question for market players, what would Kevin do? I'm David Brancaccio in Los Angeles. Good morning to you. Investors are trying to figure out what kind of federal reserve we would see under Kevin Warsh, President Trump's nominee. Would the central bank stay independent? Is Warsh really an inflation dove as advertised? Marketplace's Nancy Marshall-Genza reports.

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23.47 - 44.511 Nancy Marshall-Genzer

Evan Warsh has already worked as a Fed governor. He played a key role in helping the Fed create bailout plans for faltering financial giants during the financial crisis. And he earned a reputation as an inflation hawk, someone who prefers higher interest rates to keep inflation in check. Now he thinks the Fed should cut rates. Here he is on CNBC back in July.

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44.552 - 49.917 Nancy Marshall-Genzer

The AI is going to make almost everything cost less. And the U.S. can be a big winner.

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Chapter 2: Will the Federal Reserve maintain its independence under Warsh?

49.897 - 66.036 Nancy Marshall-Genzer

Warsh says productivity gains from AI will tamp down inflation so the Fed can and should cut rates to keep the AI boom going. Claudia Somm is chief economist at New Century Advisors. She's also a former Fed economist. She worked with Warsh when he was there.

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66.397 - 79.854 Nancy Marshall-Genzer

She believes Warsh would be independent in favor of raising rates in the future if that were appropriate because Fed chairs can agree with the president at first. But then once the Fed chair is put in place, then the world could change.

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Chapter 3: Is Kevin Warsh truly an inflation dove as claimed?

80.975 - 90.989 Nancy Marshall-Genzer

And then you have to back up and the Fed chair could go in a different direction. President Trump knows this and mentioned it in his speech at Davos, Switzerland last month.

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91.289 - 99.36 Unknown

It's amazing how people change once they have the job. It's too bad. Sort of disloyalty, but they got to do what they think is right.

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99.593 - 111.748 Nancy Marshall-Genzer

It may be a while before we know what kind of chair Warsh would be. He still has to be confirmed by the Senate. Before that, he has to get the nod from the Senate Banking Committee. It hasn't even scheduled his nomination hearing yet.

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112.189 - 126.006 Nancy Marshall-Genzer

Republican Senator Tom Tillis of North Carolina says he'll oppose all of President Trump's nominees until a Justice Department investigation of current chair Jerome Powell is resolved. I'm Nancy Marshall-Genzer for Marketplace.

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143.772 - 163.194 David Brancaccio

Venezuela's acting president, Delcy Rodriguez, signed a law last week opening the oil industry there to private ownership, a reversal for a sector that's been state-run for about 20 years. Now, this was a key demand of the Trump administration since the U.S. military attack in Caracas to seize Venezuela's president, Nicolas Maduro.

163.615 - 168.16 David Brancaccio

The BBC's Norberto Paredes has a report now from Venezuela's oil country.

168.393 - 200.848 Norberto Paredes

Maracaibo used to be the wealthy heart of Venezuela's oil boom but decades of mismanagement had hit it hard. People here are desperate for the investment to bring Maracaibo back to life. Getting ready for a trip out on the city's lake, these fishermen are being hit by both the economic downturn and the pollution caused by the decaying oil industry. Carlos used to be able to pull in big catches.

201.689 - 209.724 Unknown

It's getting worse every day. I see it getting worse and worse. Green, black, oily, less fish.

211.647 - 220.303 Norberto Paredes

Despite the removal of his president by Donald Trump, he's ready for American investment and the oil to start flowing once more.

Chapter 4: How might AI influence inflation and Federal Reserve policies?

247.072 - 248.974 Unknown

We had more comforts.

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249.342 - 274.473 Norberto Paredes

International oil companies, many with US links, built whole neighborhoods for the workers. There were schools, hospitals, clubs and security. But today, many of these houses stand empty and some have been looted. Many of the people who still live here survive on pensions that barely cover the basics. Turning things around won't be easy.

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275.294 - 297.203 Norberto Paredes

Analysts say it could take tens of billions of dollars and potentially a decade to restore Venezuela's oil output to what it once was. Juan Romero is a local member of parliament for the governing Socialist Party. He says there is still anger over the US sanctions and military action that have hit the country.

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297.368 - 314.773 Juan Romero

Look at what we Venezuelans are suffering. The events of January the 3rd were a physical act of aggression, but the attacks haven't stopped since President Trump announced the start of a firm blockade on the country. There's a lot of theatricality and little reality.

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315.574 - 325.148 Norberto Paredes

Truths are mixed with lies. For many people here, unlocking the country's vast oil wealth still feels a long way off.

325.702 - 350.864 David Brancaccio

Norberto Paredes is with our newsroom partners, the BBC. And stock in the big data government contractor Palantir is up 5% now after its profits and revenue for last quarter beat expectations. Sales up 70% from a year earlier. The Pentagon has embraced Palantir's offerings, but some Palantir employees and elected officials are criticizing the company's work to track immigrants for deportation.

351.304 - 359.534 David Brancaccio

The company's co-founder, Alex Karp, said last year his company has zero competition. It's a Marketplace Morning Report from APM, American Public Media.

361.196 - 378.523 Unknown

Ready to make the most of your money? Sign up to receive weekly tips from Marketplace designed to help you make smarter financial decisions. Plus, you'll also be the first to know about exclusive Marketplace merchandise and local events. Text Marketplace to 80568 to sign up.

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