Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.

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• 0:00 - Intro
• 1:03 - Has inflation peaked? Tariffs, AI & energy price drivers
• 5:14 - Why consumers feel poor despite a strong economy
• 7:43 - Can you trust government economic data?
• 13:54 - Housing affordability & why NYC rent hit an all-time high
• 17:43 - Return to office, commutes & worker productivity
• 21:37 - Kevin Warsh takes over the Fed — what's changed?
• 30:57 - Could the Fed cut rates to influence the 2026 election?
• 35:42 - The mega IPO wave & the AI bubble question
• 41:32 - What happened to the bitcoin & gold debasement trade?
• 43:00 - What keeps a chief economist up at night?