Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy

Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy

Learn more about the VanEck Rare Earth and Strategic Metals ETF: https://vaneck.com/REMXJack Stephen Miran, member of the Federal Reserve Board of Governors, has dissented in two consecutive Fed FOMC meetings since his joining the Board in September 2025, preferring to cut by 50 basis points (0.50%) instead of 25 basis points (0.25%). Governor Miran joins Monetary Matters today to explain in detail his reasoning for why he thinks considerably lower interest rates are appropriate. Tariffs, fiscal policy, immigration, weakening labor market. Recorded on November 4, 2025. Governor Miran’s speech on September 22, 2025, “Nonmonetary Forces and Appropriate Monetary Policy”: https://www.federalreserve.gov/newsevents/speech/miran20250922a.htm Follow Governor Stephen Miran on Twitter https://x.com/SteveMiran Full unedited (other than for form) transcript of this interview: https://docs.google.com/document/d/1vaZ8-ArOIdDKnnkeoxp92nMBq52aXxNA/edit?usp=sharing&ouid=113485899782770300642&rtpof=true&sd=true Note: in Jack’s introduction, he makes an incomplete remark where he says Miran was “appointed by President Trump.” In actuality, Miran was nominated by Trump, and approved by the Senate. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez

Episoder(248)

Jobless Growth, Euphoria, and a Manufacturing Recovery: How Iran Could Force a Macro Regime Change | Tian Yang

Jobless Growth, Euphoria, and a Manufacturing Recovery: How Iran Could Force a Macro Regime Change | Tian Yang

This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-mat...

4 Mar 1h 1min

How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market

How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

1 Mar 1h 10min

“A Huge Problem for Everybody” | Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More

“A Huge Problem for Everybody” | Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

15 Feb 59min

The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks

The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks

Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm Recorded in February 6th 2026, technical analyst Milton Berg returns to discuss his market outlook after correctly predictin...

10 Feb 2h 17min

Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum

Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

4 Feb 1h 6min

Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)

Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

3 Feb 1h 36min

Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags

Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags

This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-mat...

1 Feb 1h

Trump’s Hidden Mortgage Stimulus from Fannie & Freddie | Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging

Trump’s Hidden Mortgage Stimulus from Fannie & Freddie | Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

31 Jan 50min

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