Fed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26

October 30, 2026; 1pm: Live from the Shadow Fed Conference, Kelly discusses the tech sell-off, AI data center risks, and the Fed’s rate path with Howard Marks, Lou Crandall, Jason Trennert, Jeffrey Lacker, and James Bullard. The key takeaway: markets are repricing AI exuberance and renewed Fed tightening risk as inflation remains above target.