Joe Lavorgna

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.

In a thought-provoking discussion, Christopher Smart, Managing Partner at Arbroath Group, Joe Lavorgna, Chief Economist at SMBC Nikko Securities, and Ellen Wald, Nonresident Senior Fellow at the Atlantic Council, tackle the rising U.S.-China trade tensions. They explore the complexities behind escalating tariffs and the reluctance of both nations to negotiate. Smart and Lavorgna share insights on the political maneuvering at play, while Wald highlights the impact on global energy markets. The conversation sheds light on the unpredictable landscape of international trade.

Sen. John Fetterman discusses Democrat division and Biden's 2024 campaign. Economists analyze inflation impact on Fed rate cut. Bank of America reveals credit card spending decline. Apple EU deal and Pepsi's slowed demand are highlighted.