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Podcast Episode

Roger Ferguson Jr. - Part 2: Reading the Fed, AI, and the Cracks in Capitalism | AWM Insights #268

AWM Insights Financial and Investment News··12 September 2026·16 min

About this episode

In Part 2 of our three-part series, Roger Ferguson Jr. gives his unfiltered read on the Fed's credibility under new Chair Kevin Warsh, compares today's AI investment boom to the dot-com bubble he watched unfold as Fed Vice Chairman, and shares what actually worries him about the future of capitalism.Connect with Us:Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters [00:00] The state of the Fed under new Chair Kevin Warsh [01:02] The Fed's five-year miss [03:13] How much patience the market will give the new chair [04:46] AI vs. the dot-com bubble [08:17] Where systemic risk actually sits this time [09:17] The Fed's blind spot [10:32] What Ferguson is optimistic about [10:59] What keeps him up at night