Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen
Published: June 11, 2026
Duration: 52:23
A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide.
Luke Gromen of Forest For The Trees joins to discuss Kevin Warsh’s looming challenge and why the Fed may soon face choices it can no longer avoid.
We explore the dollar versus bond market tradeoff, the impact of the Iran conflict and oil prices, China’s growing leverage, financial warfare, swap lines, and what it all means for stocks, gold, Bitcoin, and global mark...