James of Citrini Research

James from Citrini Research, a macro policy expert, shares insights on how Trump's economic policies shape today's investment landscape. He argues that the trade war's pause was necessary and discusses potential boosts for equities from upcoming legislation. James highlights robotics as a key investment area, noting China's lead and the implications for labor markets. He also touches on emerging technologies like AI, detailing how companies can capitalize on advancements in automation and military spending to navigate a complex economic environment.