What Will an “America First” Economy Look Like? | Jim Grant

Jul 29, 2024

Jim Grant, founder of Grant's Interest Rate Observer, dives into America’s economic future through the lens of the 'America First' agenda. He compares the current political landscape to past eras, especially in light of the upcoming elections. Grant discusses the implications of ongoing wars in Eastern Europe and the Middle East, emphasizing overlooked risks. He further analyzes Trump's proposed policies including spending, tariffs, and energy strategy, offering insights into what a potential second term might entail for the U.S. economy.

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Examining the Political-Economic Nexus in America's Future

00:00 • 3min

In Episode 373 of Hidden Forces, Demetri Kofinas speaks with Jim Grant, the founder of Grant's Interest Rate Observer, about the "America First" economic agenda and how investors should think about changes to U.S. economic policy when forecasting interest rates, growth, and inflation.

Jim Grant compares contemporary American politics to other periods in U.S. history, including electoral comparisons to the 2024 U.S. elections, and describes why the risks associated with two open-ended wars in Eastern Europe and the Middle East and a third potential conflict in the Pacific are not being prudently considered by policymakers and market participants alike. Demetri and Jim also devote considerable time to analyzing Trump’s “America First” economic agenda, including his spending proposals, tariffs, tax cuts, and import duties, as well as what an America First energy policy would look like under a Trump administration if he were to retake the White House in 2025.

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Episode Recorded on 07/24/2024