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
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