Fed
Organization
The United States central bank, responsible for monetary policy, financial-system stability, banking supervision, and related economic functions.
What experts have said about Fed
1 statement · 1 negative
The Fed rate decision makes hyperscaler capital expenditure payback harder.
“the Fed rate decision makes that a bit harder”
Open the episode · SK Hynix Up, Tencent Lower, Alibaba DipsListen at 2:25
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
28 episodes featuring Fed
Up First from NPR
Storms, redistricting and mortgage rates test the country
The episode connects immediate weather threats and a consequential court ruling with economic pressure already reshaping the housing market.
Sep 26, 2026 · 16 min
Receipts with Catherine Rampell
Rising borrowing costs expose the politics of easy fixes
The episode connects higher mortgage rates, economic uncertainty, corporate fear, and healthcare frustration to a broader demand for simple answers that may not work.
Sep 25, 2026 · 59 min
The Rules of Investing
Dent sees room for equities despite late-cycle risks
The episode tests whether investors should stay exposed to expensive markets while AI spending, geopolitics and rising yields reshape the opportunity set.
Sep 25, 2026 · 44 min
Stock Movers
Darden tests the consumer as Everpure and MGM diverge
The market moves frame three different signals about spending, data infrastructure, and deal expectations.
Sep 24, 2026 · 7 min
Equity Mates Investing Podcast
Australia’s slower future tests retirement assumptions and growth bets
An ageing population, uncertain productivity gains and changing investment opportunities could reshape both national prosperity and household retirement plans.
Sep 23, 2026 · 48 min
The Daily
Networks challenge Trump’s control of presidential coverage
The dispute tests whether the White House can restrict press access without weakening the public’s ability to observe presidential conduct.
Sep 22, 2026 · 32 min
Pod Save America
Trump’s press restrictions test media solidarity and democratic norms
The episode connects viewpoint-based press access restrictions to legal precedent, institutional resistance, and broader risks from executive overreach.
Sep 22, 2026 · 1h 21m
Receipts with Catherine Rampell
Fed pressure tests the economy’s surprising resilience
The episode connects economic stability to the credibility of institutions that political pressure could weaken.
Sep 22, 2026 · 1h 1m
The Ramsey Show
Ramsey hosts challenge debt, housing and retirement shortcuts
Across sixteen calls, the hosts argue that financial freedom depends on protecting cash flow, rejecting risky debt, and accepting short-term restraint.
Sep 21, 2026 · 2h 8m
Equity Mates Investing Podcast
Australia’s retirement assumptions meet a tougher investing reality
Rising rates, inadequate pension income and fragmented portfolios expose the risks of relying on old assumptions about Australian wealth and retirement.
Sep 20, 2026 · 43 min
The Sunday Roast
Sovereign AI and Namibia uranium lead a small-cap market review
The episode connects ambitious AI infrastructure plans and uranium exploration catalysts with governance, rates and valuation risks facing small-cap investors.
Sep 20, 2026 · 1h 35m
Up First from NPR
Trump’s media restrictions test executive power on three fronts
The episode connects press access, Russian pressure on Europe, and college sports regulation to broader questions about institutional limits and government power.
Sep 19, 2026 · 17 min
Pod Save America
Democrats see a midterm opening as Trump’s record strains
The episode tests whether Democratic gains reflect a durable backlash or an overly optimistic reading of uneven races and voter concerns.
Sep 18, 2026 · 1h 30m
Up First from NPR
Trump’s power faces tests at home and on NATO’s eastern flank
The episode connects legal and institutional resistance in Washington with a security warning that Russia could probe NATO’s unity through deniable attacks.
Sep 18, 2026 · 15 min
Receipts with Catherine Rampell
Canada Turns Away From Trump as Institutions Face Pressure
The episode connects Canada’s realignment with Europe to a broader warning about inflation, central-bank independence, disappearing tax data, and weakened accountability.
Sep 18, 2026 · 57 min
The Daily
Blocked oil routes push fuel prices higher worldwide
The episode connects a regional conflict and vulnerable shipping infrastructure to household fuel costs, political pressure, and worsening suffering in Yemen.
Sep 17, 2026 · 27 min
Up First from NPR
Rate hikes, oil shocks and Canada’s European pivot
The episode connects central-bank independence, energy disruption and shifting alliances as economic and geopolitical pressures converge.
Sep 17, 2026 · 15 min
Up First from NPR
War costs collide with rate hikes and Kennedy Center turmoil
The episode connects wartime inflation, mounting military costs and institutional upheaval to decisions affecting the economy, national security and public culture.
Sep 16, 2026 · 15 min
The Bulwark Daily
Economic strain meets AI’s control problem
The episode connects near-term policy risks—from inflation and census changes to recession—with harder questions about whether advanced AI can be governed safely.
Sep 16, 2026 · 1h 14m
Yet Another Value Podcast
Ian Cassel makes firsthand research a microcap edge
The conversation connects microcap investing technique with the harder work of judgment, self-knowledge, and surviving losses without abandoning a sound process.
Sep 15, 2026 · 56 min
Raging Moderates with Scott Galloway and Jessica Tarlov
Foreign policy tests Democrats’ midterm strategy
The episode connects Democratic unity and Senate races to the military, media, and economic consequences of Trump’s foreign-policy agenda.
Aug 31, 2026 · 1h 1m
Up First from NPR
Flood rescue worsens as Fed weighs inflation and AI
The episode connects an unfolding humanitarian emergency with consequential questions about monetary policy and a legal fight over a national memorial.
Aug 28, 2026 · 15 min
The Bulwark Daily
Bond-market pressure collides with MAGA media infighting
The episode connects Treasury-market stress and inflation risks to a political movement increasingly shaped by factional conflict and online propaganda.
Aug 25, 2026 · 1h 7m
Up First from NPR
Consumers retrench as warships strain and polls miss late shifts
The episode connects household pressure, military readiness, and polling uncertainty to broader questions about how institutions respond to rapid change.
Aug 15, 2026 · 19 min
The Rules of Investing
Investors rethink diversification as inflation reshapes portfolios
The traditional balance between equities and government bonds is under pressure, forcing investors to reconsider how portfolios manage inflation, rates and shocks.
Aug 14, 2026 · 46 min
Up First from NPR
Democrats confront coalition strains as prices and disaster dominate
The episode connects Democratic divisions, uneven inflation, and Colombia’s earthquake response to the political and human pressures shaping the moment.
Aug 13, 2026 · 15 min
Investor's Champion Podcast
Next turns interim reporting into an investor advantage
The episode argues that clear, candid reporting can materially improve how shareholders assess strategy, risks, returns, and long-term execution.
Sep 21, 2024 · 15 min
Investor's Champion Podcast
Investors weigh dividends, valuations and overlooked UK stocks
The episode tests whether income demands, market narratives and business quality are creating genuine opportunities or masking material risks.
Jun 8, 2024 · 34 min