The Fed Changes Hands, SpaceX Takes Off, and Markets React

A new era begins at the Federal Reserve as Kevin Warsh leads his first meeting as Fed Chair, and investors are already evaluating what his leadership could mean for interest rates, market expectations, and Fed communication.

In episode 63, Noah and Chris discuss the Fed's latest decision, the future of dot plots, and whether the next move for rates is likely to be higher or lower. They also break down the developing Iran agreement, falling oil prices, and the ripple effects these events could have on inflation and the global economy.

The conversation shifts to SpaceX's historic IPO, the growing demand for AI infrastructure, and the market rotation that has value stocks outperforming growth so far in 2026. Along the way, Chris and Noah share why emotional investing remains one of the biggest challenges for investors and why maintaining a long-term perspective is more important than ever.

In This Episode:

• Kevin Warsh's first meeting as Fed Chair
 • Interest rates, inflation, and Fed communication
 • The future of dot plots
 • Iran, oil prices, and global markets
 • SpaceX's record-setting IPO
 • AI infrastructure and capital spending
 • Value vs. growth investing in 2026
 • Avoiding emotional investing decisions

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