WHAT WOULD JACKSON DO? (Guest: Marvin Barth)

Barth argues Warsh-led Fed deregulation, a possible GOP midterm hold, and Europe's fiscal collapse are the under-priced stories markets are missing.

• Jacksonian framework: Marvin Barth correctly predicted Kevin Warsh as Fed Chair (seen as ~5-10% consensus odds) by modeling Trump as a modern Andrew Jackson—hawkish on inflation, hostile to centralized finance.
• Fed got July wrong: Barth admits his call that Warsh would hike in July failed; Warsh instead sided with doves, possibly to build committee consensus, which worked—September's hike passed unanimously.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.