Financial History Issue 132 (Winter 2020) | Page 24

wanted a decision. What should we do?” The next morning, I was visited by one of his top advisers, who said impatiently, “What did you tell him? What did he say [laughs]?” Nothing happened for a couple of weeks until I got a call on a Saturday morning from somebody in the White House to say that my reappointment was going to be announced by Reagan that day on a radio talk show [laughs]. AS ADVISOR TO PRESIDENT OBAMA Bowmaker: I would like to talk briefly about your role as Chairman of Presi- dent Obama’s Economic Recovery Advi- sory Board. How did that position come about, and how would you describe that experience? MoAF Chairman Richard Sylla interviews Paul Volcker in his office for the Museum’s oral history project, 2006. in October 1979 when you announced you would be targeting bank reserves? Volcker: I had to pull out all the stops. On the way over to an IMF meeting, I told Bill Miller, the Secretary of the Treasury, and Charlie Schultze, the Chairman of the Council of Economic Advisers, what I was intending to do in very general terms. And so, of course, they reported back to Carter. The feedback I got was that the president understood that I had to do something. He preferred that I do it some other way that was more traditional, and less strik- ing, but made it clear he wasn’t going to say anything. I do know there were one or two people in the administration, like Tony Solomon, Undersecretary of the Treasury, who were supportive of what I was trying to do when they learned about it. But there were others telling Carter that while he should support any discount rate increase that I wanted to do, he shouldn’t, on the other hand, be behind any of this unorthodox policy. I didn’t want to do the orthodox, though, because it didn’t have any credibility [laughs]. Bowmaker: You were a Carter appoin- tee as Chairman of the Federal Reserve. Did you think President Reagan would make a change when you were up for reappointment? Volcker: In the first couple of years of the Reagan Administration, the Secretary of the Treasury at that time, Don Regan, criti- cized very publicly the Federal Reserve. And the noises that came out of the White House always seemed to be, “What does that guy, Volcker, think he’s doing?” Blah, blah, blah. I am certain that every time Reagan did a press conference, his people advised him to take the opportunity to criticize the Federal Reserve, but he never did. That doesn’t mean he was happy with us all the time, but his instinct was that we were trying our best to deal with inflation. I think it was as simple as that. But when the time came to renew my appointment, there was speculation about what was going to happen. And so, I went in to see the president in the upper reaches of the White House. It was the only time I saw him completely alone. I said to him, “Look, my term is up in two months. There’s a lot of speculation about it. You’re not ben- efiting from it, and neither is the Federal Reserve. If you don’t want to reappoint me, then fine. If you want to reappoint me, that’s fine, too. But either way, tell me, and let’s get this over with.” He didn’t say much, and that was the end of the meeting [laughs]. After I left, he called in his staff and apparently told them, “Hey, Volcker came over here and said his term is up. He 22    FINANCIAL HISTORY  |  Summer 2018  | www.MoAF.org Volcker: Initially, I think the president liked to be pictured with me during his campaign to show that he was a solid financial fellow. Then he made me his informal adviser, and had the idea of set- ting up the board with me as chairman. I don’t think he understood—and I should have known given my experience—that no informal advisory committee can oper- ate effectively by having public meetings that were announced in advance. It was ridiculous. And while it was a pretty good group of people on the committee, there were certain issues, like Social Security, that we were never going to agree on. We did get some agreement on financial sector reform, so there we did have some influence, but overall it was a frustrating arrangement with limited value. Bowmaker: How did you come to be identified with the Volcker Rule [which prevented banks from speculating in the markets, and from operating and investing in hedge funds and private-equity funds]? Volcker: I had been the head of the Group of 30, and we had our reform plan relating to the financial collapse. It pointed to spec- ulative trading as a problem and included something that came very close to being a full-scale Volcker Rule. I discussed the proposal with the Obama administration, but it wasn’t very warmly received by all his economic advisors [laughs]. To me, the issue was very simple: When you’re deal- ing with an institution that is government- guaranteed, in effect, does it make sense to allow that institution to go out and do