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Home > The Exchange > A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26
Podcast: The Exchange
Episode:

A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26
Category: Business
Duration: 00:43:22
Publish Date: 2026-01-13 19:39:31
Description:

The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas.  Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026. 


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