Stephen Miran, a senior strategist at Hudson Bay Capital and veteran of the Trump administration, shares keen insights on potential future trade and economic policies. He discusses how Trump's tariff strategies could shift global dynamics, the complex role of the dollar as a reserve currency, and the implications of a Mar-a-Lago Accord aimed at currency manipulation. Miran also analyzes the balance of trade and national security, and speculates on how deregulation and energy policy could drive economic growth while avoiding inflation.

Economist Nouriel Roubini & financial analyst Stephen Miran discuss 'Activist Treasury Issuance', its impact on asset values, avoiding a recession, and potential divergence from the Fed's policy. They delve into the history of Treasury's policies and the implications of unconventional fiscal policy.

Stephen Miran, a PhD economist and senior strategist at Hudson Bay, shares invaluable insights from his time at the U.S. Treasury. He discusses the strategic role of tariffs in reshaping global trade dynamics and their potential effects on the dollar. Miran explores how a strong U.S. dollar affects American manufacturing, suggesting that tariffs could bolster competitiveness. He dives into the relationship between Federal Reserve policies and inflation, proposing strategies that might redefine the U.S. economy's future while navigating challenges in critical industries.

Stephen Miran, a Senior Strategist at Hudson Bay Capital and Fellow at the Manhattan Institute, shares his expert insights into current bond market trends. He discusses his influential paper on 'Activist Treasury Issuance,' highlighting its effects on Federal Reserve policies. Miran critiques the Fed's recent 50 basis point cut and explores how the upcoming elections could reshape economic policy. He also analyzes rising bond yields, supply-side economics, and the complex interplay between monetary strategies and market stability.

Stephen Miran, a former senior advisor to the US Treasury, and Nouriel Roubini, a renowned economist, delve into their paper on activist treasury issuance and its influence on monetary policy. They discuss the potential implications of a second Trump term, focusing on the risks of a weaker dollar and its impact on trade and capital flows. The conversation also covers Treasury management strategies, including the curious prospect of cryptocurrencies, and the role of the Fed amidst political pressures, emphasizing the need to maintain its independence.