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MiB: Jon Hilsenrath, Serpa Pinto Advisory on the Fed

by Index Investing News
November 4, 2025
in Economy
Reading Time: 3 mins read
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This week, I converse with Jon Hilsenrath of Serpa Pinto Advisory. They focus on Jon’s 26-year profession on the Wall Road Journal as a reporter, incomes him the title of “Fed Whisperer.” He labored out of Hong Kong, N.Y.C., and D.C. He was a part of the Pulitzer Prize-winning staff for on-scene protection of 9/11.  He’s the creator of “Yellen: The Trailblazing Economist Who Navigated an Period of Upheaval.”

He explains what the importance of the”Fourth Seat” is — an influence seize to manage a majority of the Board of Governors of the allegedly unbiased Federal Reserve. We additionally focus on his perception the U.S. is present process a post-industrial financial revolution.

An inventory of his favourite books is right here; A transcript of our dialog is offered right here Tuesday.

You’ll be able to stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts will be discovered right here.

Be sure you take a look at our Masters in Enterprise subsequent week with Brandon Zick, CIO of at Ceres Companions, the place he’s chargeable for all investments, together with Ceres Companions flagship farmland fund and Ceres Meals & Agriculture non-public fairness methods. He serves on the Federal Reserve Financial institution of Chicago Advisory Council and Small Enterprise, Agriculture & Labor sub-council. Ceres was simply bought by Knowledge Tree Investing.

 

 

Favourite Books

 

 

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Transcript: Vimal Kapur, Chairman and CEO of Honeywell



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