Joe Lavorgna

Joe Lavorgna, Counselor to the Treasury Secretary, discusses the current surge in U.S. business investment resembling the tech boom of the late 90s. He highlights the impact of recent legislative changes that are fostering a manufacturing renaissance through improved tax incentives. Lavorgna examines the unexpected stability in tariff-sensitive goods amidst inflation concerns. He also shares insights on the mixed signals in the economy, emphasizing strong capital expenditures despite a decline in manufacturing and the potential for recovery as interest rates shift.

Joe Lavorgna, Chief Economist at SMBC Nikko Securities and former Trump economic advisor, passionately argues that new targeted tariffs could herald a 'Golden Age' for the U.S. economy without causing inflation. He outlines the implications of Trump’s upcoming announcements on trade relations. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on the recession risks and market anxieties tied to these tariffs, while dissecting the contrasting fortunes of tech stocks versus broader market indices. A lively discussion on navigating economic uncertainty unfolds.

Joe Lavorgna, a prominent Wall Street economist and former Chief Economist in the Trump administration, shares his insights on economic strategies from inside the White House. He discusses how Trump's policies on tariffs and immigration aimed to supercharge growth. Lavorgna also reflects on the challenges faced by the Federal Reserve post-COVID and the contrasting economic conditions in China and Japan. His career advice emphasizes the importance of intellectual curiosity and the impact of classic investment literature in navigating finance.

Joe Lavorgna, Counselor to the Secretary at the Treasury, dives into President Trump's tax bill and its potential impacts as tariffs loom. Kevin McCarthy, former Speaker of the US House, outlines challenges faced by Speaker Mike Johnson in rallying Republican support for the same tax bill. Meanwhile, Jeetu Patel, Chief Product Officer at Cisco, shares insights on the company’s innovations and future strategies. The discussions reveal the intricate dance between politics and technology in shaping the economic landscape.

Joe Lavorgna, Counselor to Treasury Secretary Scott Bessent and former economic advisor to President Trump, dives into the legal intricacies behind Lisa Cook's potential dismissal from the Federal Reserve. He discusses how this clash affects public trust in government and the need for accountability in federal appointments. The conversation touches on anticipated interest rate cuts and the political dynamics surrounding them, while also analyzing inflation trends and the government’s investment in major tech companies like NVIDIA and Intel.