{"podcast":{"title":"Notes on the Week Ahead","slug":"notes-on-the-week-ahead-645171","podcast_index_feed_id":645171,"rss_url":"https://feed.podbean.com/notesontheweekahead/feed.xml","website_url":"https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/week-ahead","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4666493/jpm-am_podcast_cover_NOTWA_1400x1400.png","author":"Dr. David Kelly","episode_count":347,"summary":"Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.","last_synced_at":"2026-07-27T20:18:18.298361+00:00","page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171"},"episode":{"title":"The Investment Implications of Shrinking the Fed’s Balance Sheet","slug":"the-investment-implications-of-shrinking-the-fed-s-balance-sheet","published_at":"2026-03-24T14:04:08+00:00","page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-investment-implications-of-shrinking-the-fed-s-balance-sheet","show_page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171","url":"https://notesontheweekahead.podbean.com/e/the-investment-implications-of-shrinking-the-fed-s-balance-sheet/","audio_url":"https://mcdn.podbean.com/mf/web/negib2tgruazuqfa/VIDEO-0622-AM-1091719-NOTWA_re-record-intro-2_1_2_anohx.mp3","summary":"In a speech last April, Fed Chair Nominee, Kevin Warsh, lamented the mission creep of the Federal Reserve as well as the Fed’s expanded balance sheet. Many academics agree with Warsh – the Fed has often tried to address problems that are not within its remit and with tools not suited to their purpose. Some of these endeavors have inflated the balance sheet which, rather like a Swiss army knife, is a tool used for many tasks, none of which it does particularly well.","meta_description":"In a speech last April, Fed Chair Nominee, Kevin Warsh, lamented the mission creep of the Federal Reserve as well as the Fed’s expanded balance sheet. Man…","key_points":[],"chapters":[],"topics":[],"duration_seconds":835,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/notes-on-the-week-ahead-645171/episodes/the-investment-implications-of-shrinking-the-fed-s-balance-sheet/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-investment-implications-of-shrinking-the-fed-s-balance-sheet.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}