Un Podcast Sobre Bitcoin El fin de la banca central como la conocemos
Feb 3, 2026
A deep dive into a shift in central banking norms and what it could mean for markets. Discussion of a prominent Fed figure's return and how past rescue policies shaped asset inflation. Examination of proposals to restructure central bank roles and move liquidity back to banks. Speculation on a policy reversal that could trigger market adjustments and long-term change.
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A New Fed Regime Is Coming
- Alberto Mera argues Kevin Walsh's return signals the end of the central bank model born in 2008's QE era.
- Walsh aims to change how the Fed operates, not merely to lower interest rates on demand.
Walsh's 2008–2010 Fed Experience
- Alberto recalls Kevin Walsh as the youngest Fed governor during the 2008 crisis who voted for the first QE with reservations.
- Walsh left the Fed in 2010 opposing further QE and returns now intent on institutional change.
QE Created A Wealth Bias
- Scott Bessent and Kevin Walsh diagnose that QE became a perpetual tool that inflated asset prices more than the real economy.
- They argue the Fed's interventions created a de facto backing for asset owners, the so-called 'FedPut.'