AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Analysis of Potential Economic Similarities and Market Impacts
Exploration of potential similarities between the economic policies of the Trump administration and the incoming administration, focusing on immigration, tariffs, and labor market predictions for next year. Discussion on the delayed effects of tariffs until late 2025 or early 2026, and the market impacts on fixed-income spread products like public credit, private credit, and mortgage-backed securities.