Episode

A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26

Podcast

The Exchange

Published

Jul 1, 2026

Duration seconds

2641

Processing state

not_requested

Canonical source

https://www.cnbc.com

Audio

https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/f32082cb-415b-42ee-9f4e-289f41376114/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=f32082cb-415b-42ee-9f4e-289f41376114&feed=tc4zxWgX

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Summary

Fed Chairman Kevin Warsh saying he’d rather have a “good family fight” with his FOMC colleagues at the next rate decision meeting than give forward guidance. Journalist and author Sebastian Mallaby weighs in on what’s holding OpenAI back, how Google is pulling ahead and why it’s in the best interests of both nations if the US and China coordinate on AI. Plus, Wolfe Research upgrades Fox, saying its merger with Roku will scale Fox’s general entertainment streaming and could double its long-term sales growth rate.