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Kevin Warsh's Planned GREAT RESET | How to Prepare & WIN.
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Jul 6, 2026
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0:00
Introduction to the Economic Debate: Inflation vs. Deflation and Key Perspectives from Cathie Wood and T.S. Lombard
4:31
Cathie Wood's Deflationary Thesis: Productivity, Trueflation, and the Yield Curve
10:38
Critique of Cathie Wood: Employment Data, Startup Myths, and the Flawed RAMP Capital Study
17:54
T.S. Lombard's Inflationary Argument: AI Build-Out, J-Curve, and Market Concentration
25:59
The Turning Point: CapEx Slowdown, Labor Market Signals, and the Risk of Unabsorbed Layoffs
32:09
Long-Term Outlook: AI's Historical Impact, Recession Risks, and the Role of Discipline in Investing
37:34
Final Takeaways: Hedging, Deleveraging, and Strategic Positioning for the Next Economic Cycle
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