David Kohl
Chief Economist at Julius Baer with expertise in macroeconomics and monetary policy, providing analysis on Federal Reserve decisions, market impacts, and asset-class implications.
Best podcasts with David Kohl
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Feb 7, 2026 • 20min
The View Beyond: What Kevin Warsh means for markets
David Kohl, Chief Economist at Julius Baer, offers clear macro and monetary-policy perspective. He dissects Kevin Warsh’s nomination and what it could mean for interest-rate paths. Conversations cover potential dollar moves, Fed balance-sheet strategy, risks to liquidity and market volatility, and implications for treasuries, fixed income, equities and precious metals.
