In this episode, we analyze President Trump’s address to the Joint Session of Congress and unpack his transformative economic policies. The discussion highlights the proposed 'Gold Card Visa' initiative, which, if fully realized, could generate up to $31.5 trillion in revenue. We also examine the accompanying macroeconomic shifts, liquidity tightening risks, deflationary market signals, and strategic portfolio adjustments amid heightened tariffs and trade restrictions.
The Macro Minute with Darius Dale