The Economic Fallout From Trump's Policies

The transcript discusses the impact of global uncertainty on dollar assets and treasury yields, comparing Trump's policies to Reaganomics and their potential effects on US growth. It highlights Trump's protectionist stance and its implications for markets and globalization. The discussion also covers tax reforms and their impact on US corporations, as well as potential inflationary effects and wage dynamics resulting from Trump's policies.

What are the potential long-term structural growth issues arising from the US withdrawing from global integration?

What are the implications of Trump's tax reform proposals on US economic growth?

How could inflationary pressures be affected by changes in US labor market dynamics?