{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#94 Growth is no longer the enemy: inside Warsh's Fed","slug":"94-growth-is-no-longer-the-enemy-inside-warsh-s-fed","published_at":"2026-07-17T10:21:46+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/94-growth-is-no-longer-the-enemy-inside-warsh-s-fed","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/94","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a59cd214d4b991ebee8cab7/media.mp3","summary":"Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productivity and the AI boom could lift US growth well above conventional estimates, and what it means for inflation, interest rates and the dollar. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He make…","key_points":[],"chapters":[],"topics":[],"duration_seconds":703,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/94-growth-is-no-longer-the-enemy-inside-warsh-s-fed/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/94-growth-is-no-longer-the-enemy-inside-warsh-s-fed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}