Wayne Kaufman on Warsh's 'Tempest in a Teapot' Comments & Downside Risks

Markets are holding up very well considering typical June weakness during midterm election years, says Wayne Kaufman. He points out Kevin Warsh's "tempest in a teapot" comments on the AI trade, explaining how it leads into the new Fed Chair's goals to tackle inflation. When it comes to downside risk, Wayne tells investors to keep on eye on the U.S.-Iran conflict and crude oil prices.

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