Category: Economy
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Tariff Man
“Can Trump’s Tariffs Work?” explores President-elect Donald Trump’s strong advocacy for tariffs as a means to protect American jobs and stimulate the economy, an approach he has termed himself as a “Tariff Man.” It details his proposed tariffs on goods from Canada, Mexico, and China, and the economic reactions these policies triggered. The discussion contrasts Trump’s tariff…
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Anatomy of a Bear
“National Capitalism & Death of the International Monetary System” presents an opinion on China and its impact on global investment strategies. The dialogue covers the historical trajectory of the international monetary system since the Bretton Woods era, underscoring China’s role in maintaining low inflation and influencing U.S. monetary policies through its currency interventions. The conversation highlights…
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USA Facts (w/Steve Ballmer)
In the “Just the Facts About the US Economy” Steve Ballmer discusses the current state of the US economy, focusing on key areas such as inflation, employment, wages, and income distribution. The US economy experienced a significant decline in real growth due to the COVID-19 pandemic but recovered with a surge in 2021. Real GDP…
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How Google Makes Money
Aravind Srinivas and Lex Fridman, they explain that Google earns revenue primarily through search advertising on Google AdWords. Google’s search engine, with its high daily traffic, serves as the largest real estate on the internet for advertisers to bid for keywords related to their businesses. When users click on these ads, Google charges the advertisers, with…
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Fed Cuts?
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How does the consumer feel?
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Chief of Payment for Order Flow
Ken Griffin, the CEO of Citadel, discusses his history, market research, and the current state of the US economy with Norges Bank Investment Management. He expresses concern over the economy being near full employment with inflation around 3%, while the government continues to engage in massive spending. Griffin argues that this spending binge leaves the…
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America’s Economy
“Why JPMorgan CEO Jamie Dimon Is Skeptical of an Economic Soft Landing | WSJ” YouTube video interview, Dimon expresses his concerns about the economic outlook, citing potential inflation, higher interest rates, and geopolitical tensions as significant threats. He is cautious about a soft landing and shares his thoughts on the infrastructure bill and Jerome Powell’s…
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Trump on Offense
Trump defends his proposal for a 10% tariff on imports from countries like China, India, and others. He argues that it would bring international trade back to the United States and save industries, such as steel, that have been negatively impacted by foreign competition. Trump believes that the tariffs would also give the US political…
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Bianco on Risk