Trump’s Fed Pick, Musk’s Merger & Gold’s Crash (Markets Repriced FAST)
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This was not a normal market week. Donald Trump nominated Kevin Warsh as the next Federal Reserve Chair — instantly forcing markets to rethink rate cuts, inflation, and Fed credibility.
At the same time, Elon Musk floated a potential SpaceX–Tesla mega-merger, a move that could reshape tech, AI, and capital markets overnight.
Then came gold — after screaming to record highs, it collapsed more than 7% in a single session, reminding investors that “safe havens” aren’t safe when regimes change.
Meanwhile, earnings from Microsoft, Meta, and Apple exposed a growing problem: AI spending is exploding faster than returns.
This wasn’t about earnings.
It was about power, control, and who really moves markets.
00:00 – The Week Everything Collided
01:05 – Trump Nominates Kevin Warsh (Fed Shock)
06:25 – The Musk Empire Strikes Back (Tesla + SpaceX?)
13:05 – Gold’s Historic Run… and Brutal Crash
16:45 – Earnings Reality Check: AI vs Margins
20:50 – The Fed’s “Nothing Burger” FOMC
24:15 – The Real Power Moves Investors Missed
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