Who is Kevin Warsh?, Yahoo CEO Live in the Ultradome, WSJ House of the Year | Jim Lanzone, Tyler Cowen, Jason Lemkin, Alex Roy, Bobby Fijan | TBPN

The podcast explores the selection of Kevin Warsh as the next Fed chair, examining his potential impact on monetary policy and the economy. It highlights Warsh's complicated history with Jerome Powell and his skepticism towards quantitative easing, suggesting a possible shift towards lower rates coupled with a smaller Fed balance sheet. The conversation touches on the potential consequences of this approach, including how markets might react and whether it could lead to higher long-term rates. Jim Lanzone, CEO of Yahoo, discusses the company's turnaround, AI's impact on productivity, and Yahoo's new AI search engine, Yahoo Scout. Tyler Cowen weighs in on the Fed chair pick, the precious metals market, and the potential for AI to transform religion.

Outlines

Part 1: Fed Chair Nomination and Kevin Warsh

Part 2: Economic Philosophy and Market Reactions

Part 3: Cybersecurity, Tech News, and Real Estate

Part 4: Yahoo’s Strategy and AI Search

Part 5: Tyler Cowen on AI, Religion, and the Fed

Part 6: SaaS, Venture Capital, and AI Agents

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Who is Kevin Warsh?, Yahoo CEO Live in the Ultradome, WSJ House of the Year | Jim Lanzone, Tyler Cowen, Jason Lemkin, Alex Roy, Bobby Fijan

TBPN

Part 1: Fed Chair Nomination and Kevin Warsh

00:00Introduction to the Show and Warsh's Nomination as Fed Chair

Introduction to the Show and Warsh's Nomination as Fed Chair

01:31Warsh's Monetary Policy Views and History with Jerome Powell

Warsh's Monetary Policy Views and History with Jerome Powell

04:45Warsh's Background, 9/11 Impact, and Early Fed Career

Warsh's Background, 9/11 Impact, and Early Fed Career

07:31Warsh's Role in the 2008 Financial Crisis and Skepticism of QE2

Warsh's Role in the 2008 Financial Crisis and Skepticism of QE2

12:05Warsh's Stance on Fed Policy, Inflation, and Quantitative Tightening

Warsh's Stance on Fed Policy, Inflation, and Quantitative Tightening

14:47Passive Quantitative Tightening, Andreessen's Support, and Current Economic Uncertainty

Passive Quantitative Tightening, Andreessen's Support, and Current Economic Uncertainty

17:21Potential Impacts of Warsh's Policies and Druckenmiller's View

Potential Impacts of Warsh's Policies and Druckenmiller's View

Part 2: Economic Philosophy and Market Reactions

21:51Warsh's 2010 Op-Ed: Rejecting the "New Malaise" and Advocating Pro-Growth Policies

Warsh's 2010 Op-Ed: Rejecting the "New Malaise" and Advocating Pro-Growth Policies

25:04Warsh's Critique of Temporary Stimulus and Emphasis on Supply-Side Economics

Warsh's Critique of Temporary Stimulus and Emphasis on Supply-Side Economics

27:39Warsh's "Third Way": Pro-Growth Policies and Responsible Monetary Policy

Warsh's "Third Way": Pro-Growth Policies and Responsible Monetary Policy

31:12Joe Weisenthal's Fed Chair Height Chart, Palantir Discussion, and Market Reactions

Joe Weisenthal's Fed Chair Height Chart, Palantir Discussion, and Market Reactions

35:51Warsh's Views on Quantitative Easing and Wealth Distribution

Warsh's Views on Quantitative Easing and Wealth Distribution

Part 3: Cybersecurity, Tech News, and Real Estate

38:00Market Chaos Summary and Google Targets Chinese Cyber Weapon

Market Chaos Summary and Google Targets Chinese Cyber Weapon

41:10IPIDEA's Residential Proxy Network and Criminal Activity

IPIDEA's Residential Proxy Network and Criminal Activity

44:25IPIDEA's Spokeswoman's Response and the Scope of the Network

IPIDEA's Spokeswoman's Response and the Scope of the Network

47:05Comments on the IPIDEA Story and Macklowe's 432 Park Spread

Comments on the IPIDEA Story and Macklowe's 432 Park Spread

51:00Breanne Kimmel Joins 11 Labs and Tracking the Wall Street Journal House of the Year

Breanne Kimmel Joins 11 Labs and Tracking the Wall Street Journal House of the Year

52:22The Storybook Cottage Winner and a Graffiti House

The Storybook Cottage Winner and a Graffiti House

57:36Co-Working Market Comeback, $140 Million Mansion, and Introducing Jim Lanzone

Co-Working Market Comeback, $140 Million Mansion, and Introducing Jim Lanzone

Part 4: Yahoo’s Strategy and AI Search

1:03:01Jim Lanzone's Career Path: From Ask Jeeves to Yahoo CEO

Jim Lanzone's Career Path: From Ask Jeeves to Yahoo CEO

1:05:26Lanzone's Interactions with Yahoo and the Ask Jeeves Turnaround

Lanzone's Interactions with Yahoo and the Ask Jeeves Turnaround

1:07:43Traffic vs. ARR and Yahoo's Business Mistake in 2000

Traffic vs. ARR and Yahoo's Business Mistake in 2000

1:11:51Yahoo's Strengths and the AOL Spin-Out

Yahoo's Strengths and the AOL Spin-Out

1:14:14The Core of Yahoo's Business Today and the Importance of Data

The Core of Yahoo's Business Today and the Importance of Data

1:17:20Sports Betting, News, and Yahoo Scout

Sports Betting, News, and Yahoo Scout

1:19:22Yahoo's Data Assets and Partnership with Claude

Yahoo's Data Assets and Partnership with Claude

1:22:27Yahoo Scout's Design, Open Web Focus, and AI Content

Yahoo Scout's Design, Open Web Focus, and AI Content

1:24:39The User Base and Marketing Strategies

The User Base and Marketing Strategies

1:27:41Intergenerational Appeal and AI's Impact on Productivity

Intergenerational Appeal and AI's Impact on Productivity

1:30:30AI Deployment and the Importance of Innovation

AI Deployment and the Importance of Innovation

1:33:44The Appeal of Turnarounds and Value Creation

The Appeal of Turnarounds and Value Creation

Part 5: Tyler Cowen on AI, Religion, and the Fed

1:36:22Gusto, Figma, and Introducing Tyler Cowen

Gusto, Figma, and Introducing Tyler Cowen

1:38:41Cowen's Reaction to the Fed Chair Pick and Precious Metals

Cowen's Reaction to the Fed Chair Pick and Precious Metals

1:40:42Warsh's Idea of Lower Rates and Quantitative Tightening

Warsh's Idea of Lower Rates and Quantitative Tightening

1:42:28Foreign Buyers of Treasuries and Tether Buying Gold

Foreign Buyers of Treasuries and Tether Buying Gold

1:44:59Warsh's 2010 Op-Ed and the Role of the Fed Chair

Warsh's 2010 Op-Ed and the Role of the Fed Chair

1:47:10The Fed's Role in AI and Potential Unemployment