Richmond Fed's Tom Barkin on the Surprisingly Resilient Real Economy

Richmond Fed President Tom Barkin joins Joe Weisenthal and Tracy Alloway from Jackson Hole to discuss the real-economy signals behind Fed policy. He explains why his thinking on the Fed's communication strategy is shifting, what Chamber of Commerce meetings reveal about AI's impact on local communities, and how businesses are deploying tariff refund checks. The conversation touches on the Fed's evolving posture after Chair Kevin Warsh's hawkish Jackson Hole speech and whether data center politicization is becoming an economic variable the Fed must track.