Government efficiency, fiscal reform and market volatility are the focus of today’s economic discussions. 

Co-hosts Joseph Gradante, AJ Giannone, and Tyler Goering analyze the latest policy shifts, including the potential of a US sovereign wealth fund, the DOGE dividend and the role of tariffs in global trade.

They discuss whether fiscal responsibility can drive long-term economic growth, how tax and trade policies affect markets and why gold and hard assets are gaining traction.

Key Takeaways:

(02:06) Would people notice if the federal government disappeared?

(09:00) Where taxpayer money really goes and why cutting waste matters.

(10:30) The DOGE dividend — helpful or inflationary?

(12:54) Why a US sovereign wealth fund could be a game-changer.

(15:47) Tariffs as a tool for fair trade.

(19:49) Sovereign wealth funds as an economic defense.

(26:38) Market volatility is rising — gold and hard assets gain appeal.

(29:22) 50% of US spending comes from the top 10% — what if they pull back?

Resources Mentioned:

Joseph Gradante -

https://www.linkedin.com/in/yoda-josephgradante/

AJ Giannone -

https://www.linkedin.com/in/agiannone-cfa/

Tyler Goering -

https://www.linkedin.com/in/tyler-goering-cfa/

US Sovereign Wealth Funds -

https://en.wikipedia.org/wiki/Sovereign_wealth_fund

DOGE Dividend Proposal -

https://nypost.com/2025/02/27/us-news/proposed-doge-dividend-could-become-law/

Tariff Policy -

https://crsreports.congress.gov/product/pdf/IF/IF11030

Market Volatility -

https://www.investopedia.com/terms/v/volatility.asp

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