Are investors missing the most important macro shift in decades? In this must-watch interview, Julien Garran of the MacroStrategy Partnership joins Trey Reik to explain why the market has completely misread the economic agenda of the Trump 2.0 administration. Behind the headlines and media noise lies the “Real Trump Trade”, a radical restructuring of U.S. economic policy aimed squarely at reversing two generations of blue-collar decline.

Key Topics:

Why markets are reacting incorrectly to Trump’s return and what they’re missing
How four key forces: trade, government spending, energy policy, and antitrust are being weaponized to reshape the economy
Why Julien believes we’re headed first into a deflationary bust, followed by a reflationary boom
What this means for the U.S. dollar, commodities, gold stocks, and Big Tech
Why Julien sees AI as a bursting bubble, with commercial viability hitting a wall
How Trump’s economic team may be willing to endure a recession to trigger long-term change

This conversation offers powerful insights into what’s coming next and why the current investor playbook may be obsolete.

Chapters:

1:30 - Behind the Curtain: How This Macro Boutique Sees the World

3:37 - The Real Trump Trade: Why Markets Got It All Wrong

9:05 - Globalization, Big Gov, & Big Tech: The 4 Forces Crushing the Middle Class

12:57 - Can the Blue-Collar Dream Be Revived?

14:33 - Big Government, Big Problem: The Hidden Tax on Prosperity

17:06 - Energy Fantasy vs. Economic Reality

20:28 - How Big Tech Monopolies Rigged the Game and Why That Might Be Ending

25:06 - Investing in the Populist Age: Winners, Losers, and Landmines

32:00 - Unpacking Trump’s Tariff Shock: Is Globalization Splintering?

37:06 - Populist Playbook: Grading Trump’s Economic Overhaul

43:50 - Markets Crashed With Reciprocal Tariffs, And That Might Just Be the Start

49:04 - Gold, Commodities & the Great Rotation: What Might Save Portfolios

51:11 - AI Bubble Trouble: The Hype No One Wants to See

1:02:55 - The Real Trump Trade Is Unwinding the Blue-Collar Squeeze

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3YoLTs2

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

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