Fed Governor Miran on Why Inflation Fears Are Overstated | Forward Guidance

While The Breakdown is between seasons, we’re bringing some of our favorite conversations from across Blockworks onto the feed. In this episode of Forward Guidance, Felix Jauvin sits down with Fed Governor Stephen Miran at DAS to discuss why he believes inflation fears are overstated, why the Fed may still be too restrictive, and how AI, deregulation, and stablecoins could all shape the future of monetary policy. FOLLOW GUEST › Federal Reserve – https://x.com/federalreserve FOLLOW THE SHOW › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks ›David https://x.com/dcanellis TIMECODES 00:00 Introduction 02:36 Why Miran Dissented 05:10 Nexo Ad 05:44 Looking Through Oil Shocks 07:32 AI And Deregulation Disinflate 11:04 The Case For Neutral 13:26 What Sets Neutral Rates 17:03 Nexo Ad and Blockworks IR Promo 18:47 Where “Running It Hot” Narrative Fails 26:01 Skinny Master Accounts 28:00 Stablecoins And Dollar Demand SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown DISCLAIMER Nothing said on Forward Guidance or The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.