Gene Epstein 2026

Описание: Hanging with Gene and getting insights on: Will Trump be able to Lower Interest rates, Fannie mae buying mortgage bonds, Gene's recession predictions and more.

Follow Gene Here: @GeneSohoForum
Check out his debate series here: https://www.thesohoforum.org/

Sub at my website: Robbernsteincomedy.com
Merch at: Robbernsteinmerch.com

Timestamps:
0:00 – Intro
4:52 – Trump trying to control the Federal Reserve & lower rates
5:49 – Why Trump can’t fully control the FOMC / yield curve reality
9:18 – Fed only controls overnight rate – not long-term rates
12:21 – Lower rates = short-term boom, long-term malinvestment
15:53 – Austrian case: abolish the Fed entirely
19:06 – Government borrowing, lockdowns, and Fed bond buying
21:41 – 2020–2021 deficits → money printing → inflation
26:35 – Limits to debt monetization & future inflation risk
32:29 – Other tools to suppress rates? Mostly no
37:36 – Can’t tax the rich enough – must cut entitlements
43:50 – Debt spiral: higher rates + massive debt = unsustainable
50:34 – Likely cuts hit Social Security, Medicare, Medicaid first
56:08 – Plugs: Soho Forum AI debate – Jan 27, 2026
1:03:04 – Trump pushing Fannie Mae to buy more mortgages
1:05:16 – Risk: removes lending discipline → housing bubble repeat
1:21:37 – Unemployment claims flat → no recession yet
1:23:57 – Yield curve inversion + steepening = strong recession signal
1:27:37 – Recession likely within 1–3 years
1:38:07 – Quantitative Easing explained – does it really work?
1:51:57 – Final: abolish the Fed to expose true cost of spending