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Kevin Warsh Is 'Fantastic' But 'Unpredictable' Says Subramaniam
Posted
January 30, 2026
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Subitha Subramaniam, head of investment strategy at Sarasin & Partners, joins Stephen Carroll and Caroline Hepker to discuss reports that the Trump administration is preparing for the president to nominate Kevin Warsh as the next Federal Reserve chair. Subramaniam says Warsh would be a 'fantastic' candidate from a textbook perspective, but adds that it remains to be seen whether, in reality as Fed chair, he can navigate political pressures as well as the US federal government's debt-to-GDP challenges. She also says he is 'quite unpredictable' as he believes that AI adoption will will lead to much lower prices. President Donald Trump said Thursday he plans to announce his pick to lead the US central bank on Friday morning.
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