Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, Plus Earnings Breakdown (Live Replay)
Podcast: Monetary Matters with Jack FarleyPublished On: Wed Jul 29 2026
Description: In this episode, Jack sits down with Kathryn Rooney Vera, Chief Market Strategist at StoneX Group, to unpack the Federal Reserve's decision to hold interest rates and Chair Warsh's transition toward a quieter, laissez-faire communication style. Kathryn shares her macroeconomic outlook, forecasting that we may still see rate hikes post-election unless widespread AI adoption delivers a significant productivity boost to offset inflation. Later in the show, Jack is joined by Max Wiethe for a live, unfiltered reaction to the latest mega-cap tech earnings from Microsoft and Meta. They analyze Microsoft's massive revenue and 43% Azure cloud growth, weighing these strong figures against the company's aggressive $41 billion in quarterly capital expenditures. Jack then bluntly breaks down Meta's quarterly results, labeling it a "disaster" due to a 55% surge in costs, an 8% drop in operating income, and unexpectedly weak forward guidance. Finally, the duo wraps up with a look at the semiconductor space, assessing how these fluctuating AI investments are directly impacting chip and equipment stocks like Arm Holdings and Lam Research. Kathryn Rooney Vera on X https://x.com/KRooneyVera Kathryn Rooney Vera on LinkedIn https://www.linkedin.com/in/kathrynrooneyvera/ Jack Farley on X https://x.com/JackFarley96 Max Wiethe on X https://x.com/maxwiethe Other People’s Money on X https://x.com/OPMpod Follow Monetary Matters on: Apple Podcasts https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez
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