Calls
3
Kevin Warsh
Federal Reserve Chairman
Win Rate
33.3%
return
+0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 17
$54.74
+5.6%
The United States is a winner from the AI revolution, which will boost productivity and make the economy better off in the long term.
Thematic ETFs
Long
Jul 15
$576.06
-3.6%
AI infrastructure build-out is causing a demand shock that is already visible in rising capital investment and specifically in higher chip prices, presenting a near-term opportunity as prices increase before supply responds.
Thematic ETFs
Short
Jul 14
$84.10
-0.5%
The Fed's balance sheet policy should be reformed. In normal times, the Fed should be a price taker, not a price maker, and he is inclined to move toward a regime that reduces the Fed's large holdings of long-term Treasuries and MBS. This implies less artificial demand, potentially pushing long-term yields higher over time.
Bonds & Rates
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Kevin Warsh has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: XLE, SMH, TLT.
