Let's Appreciate

Donald Trump’s election has ben elected the 47th president of the United States. Here's what it means and what could happen next.

Newsletter: https://kyla.substack.com/p/how-trump-won-what-happens-next-and

Sources
https://www.youtube.com/watch?v=MkrNsNDaXS8 
https://www.youtube.com/watch?v=4t0S9zZn2QQ 
https://www.youtube.com/watch?v=3kBiyueN-l4 
https://www.youtube.com/watch?v=SgUD03R50oc 
https://www.youtube.com/watch?v=fTxECVof1GY
https://www.youtube.com/watch?v=xpG0PBsuLjU 
https://www.youtube.com/watch?v=wwzHi5C6y2E
https://www.youtube.com/watch?v=D3ptpdZwNb0
https://www.youtube.com/watch?v=m3ErLnADwX4 
https://www.youtube.com/watch?v=-Q29HmHSgfk 
https://www.youtube.com/watch?v=mcHCpyfMavA
https://www.youtube.com/watch?v=PFw--KOUtCE
https://www.youtube.com/watch?v=3-PmFUV-dtw
https://www.youtube.com/watch?v=BJOMfH08waI
https://www.youtube.com/watch?v=tF-I9I1k9J0
https://www.youtube.com/watch?v=WkyPPEqjHdc
https://www.youtube.com/watch?v=8d3wzom0RNw
https://www.youtube.com/watch?v=_4jWMKC4nZw
https://www.youtube.com/watch?v=KaWihejcGcM
https://www.youtube.com/watch?v=hb28kAavh0M
https://www.youtube.com/watch?v=6Xa9T2OMzmw

00:00 Intro
01:17 Why Did DJT Win?
01:57 The Role of the Manosphere
03:59 No One Wants to be an Incumbent
04:41 Economic Disconnect
05:42 Inflation
07:42 Inequality
11:18 Structural Affordability
12:41 The Information Problem
15:32 Institutional Credibility
19:08 The Disconnect
20:40 Policy and Person
21:55 Biden Retrospective
27:43 How to Fix It
29:35 Trump's Agenda
31:20 Tariffs
38:21 The Market
40:34 What is Happening
45:13 The Path Forward

DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

I follow the outline of the CRFB here. In this episode, we break down the economic policy proposals of two major candidates: Kamala Harris and Donald Trump. We analyze their plans on taxes, healthcare, education, housing, and more, providing insights into how each policy could impact the economy. We draw from multiple sources, including CRFB and Budget Model, to offer an objective comparison. Key topics discussed include tax cuts, social spending, border security, tariffs, and long-term economic stability. Find out which candidate's policies could be better for the U.S. economy and why.

Sources

• https://www.crfb.org/papers/fiscal-impact-harris-and-trump-campaign-plans
• https://itep.org/kamala-harris-donald-trump-tax-plans/
• https://budgetmodel.wharton.upenn.edu/issues/2024/8/26/trump-campaign-policy-proposals-2024
• https://budgetmodel.wharton.upenn.edu/issues/2024/8/26/harris-campaign-policy-proposals-2024
• https://youtu.be/qdgIP6IjHdk?si=XARLjRYCIHlCuEBf 
• https://youtu.be/AnO-QPn5v58?si=OweXWRAE-GHnYS_u 
• https://youtu.be/oxufaMb37SE?si=dCavn3EYGDtDG11p
• https://youtu.be/2ec4Oa2L1fo?si=zDmAaeT560GXKP4l 
• https://youtu.be/8GH-zVMGuWw?si=BeSHFAqOmoXeO6q3 
• https://youtu.be/MVph94jk8ZM?si=M8FVXFUKJ0mpoHaE 
• https://youtu.be/oc_voADxXFE?si=bdGnL9vegml5WrVe 
• https://youtu.be/Fv03JJ_GaIQ?si=hb8USPAaYFvhxm7z 
• https://youtu.be/uAyo4sywXG8?si=fd2ORSf1bOjCcY6c 
• https://youtu.be/UWgndJn1jUI?si=QC1ZD35jymumlz09 
• https://youtu.be/Mt-y2_Q1EkU?si=6Gd7lZfptxVRRaey 
• https://youtu.be/KxYdVTETwu4?si=RjMyUrocIWhiKZDf 
• https://youtu.be/btB3ghpu5RI?si=h7Hd0F2-MHokjOsB 
• https://youtu.be/_-eHOSq3oqI?si=Jp4SQIThvAJfFNFl 
• https://youtu.be/pPlhS22BG9k?si=atlv3nR_zYr4ih6G 
• https://youtu.be/KmQLhtlHO1o?si=_bY4IAclwOoFQXFS 

Massive Longshoremen Strike: Implications for US Economy, Jobs, and Automation

The international longshoremen's association has initiated a large-scale strike on the East and Gulf coasts of the United States, risking substantial economic activity and millions of jobs. In this episode, we discuss the demands of the 45,000 striking dock workers, the potential economic impact (up to $4 billion loss per day), and the broader consequences for the US economy amid the upcoming election, holiday season, and global tensions. Key points include the dock workers' push for higher wages and a ban on automation, the response from the United States Maritime Alliance, the Biden administration's stance, and the strike's potential to fuel inflation. Additionally, we explore the historical context of automation resistance and the need for future labor retraining programs. 

00:00 ILA Strike

01:10 What is a longshoremen?

03:13 usmx

04:37 Automation

07:21 monetary policy

08:56 role of luddite

10:29 openai

11:48 Worker support

The dating apps are under a lot of pressure. Falling revenues, people not wanting to pay, and Gen Z seemingly uninterested have led to collapsing stocks and circling activist investors. Their only path forward is monetization - but what does that mean for the demographic crisis?

00:00 Introduction: The Pressure on Dating Apps
00:11 The Monetization Dilemma
00:23 The Online Dating Landscape
02:18 The Rise of Match Group
04:15 The Big Three: Tinder, Hinge, and Bumble
06:15 The Financial Struggles of Dating Apps
07:15 User Dissatisfaction and Declining Interest
15:06 The Demographic Crisis
19:58 Possible Solutions and Future Outlook
20:49 Conclusion and Final Thoughts

Videos used in this video
  • Hinge's Makeover: The New Era For Dat... 
https://archive.org/details/CyberDat
  • This company owns almost EVERY DATING... 
  • Tinder CEO on why the firm is launchi... 
  • Hinge CEO responds to accusations the... 
  • How Dating Apps Make Money and Why It... 
  • Dating app stocks: Grindr has prosper... 
  • Time to swipe right on dating app sto... 
  • Scott Galloway: The Real DANGER Of Da...&...

We talk a lot about building more housing, but we do not talk enough about the risk of home insurance. 

We have massively underpriced risk in many parts of the economy. This leads to things like financial nihilism and distrust, which is why we see a world divided - partially because the risk models are all wrong.

00:00 Introduction to Kamala Harris's Economic Proposals

00:09 Detailed Housing Policies

01:14 Supply and Demand in Housing

01:37 The Broader Impact of Housing Shortages

02:29 The Complexity of Housing as an Asset

03:18 Challenges in Home Building

03:47 The Home Insurance Crisis

08:53 Economic and Financial Implications

09:44 Regulatory Issues and Underinsurance

11:09 Reinsurance and Secondary Perils

13:03 Future Paths and Solutions

14:55 Updating Risk Models for the Future

17:44 Conclusion and Final Thoughts

In this episode, we explore pressing economic questions with Jared Bernstein, Chair of President Biden's Council of Economic Advisors, and Daniel from the National Economic Council. Topics covered include the current state of inflation, the labor market, and the housing market. Key discussions focus on understanding inflation indicators like CPI and PPI, the impact of government policies on housing and rental affordability, and the role of fiscal and monetary policy in addressing economic challenges. The episode also delves into broader economic issues such as child care, eldercare, wealth inequality, and trade policy. Through these conversations, the episode emphasizes the importance of having concrete policy solutions to improve the economy and help the average consumer.

00:00 Intro

01:20 Inflation

05:35 Labor Market

11:33 Housing

23:29 Conclusion

Survey: https://forms.gle/BD7tPEhDr7tqMws8A

Book: https://www.amazon.com/This-Economy-Money-Markets-Really-ebook/dp/B0C4J8YH41/

An interview with Austan Goolsbee, the president of the Federal Reserve Bank of Chicago, on economic data and where he thinks the Fed might be going next. 

Interview with Deputy Treasury Secretary Wally Adeyemo on Innovative Housing Policies

In this episode, I interview Deputy Secretary of the Treasury Wally Adeyemo to discuss the recent policies passed by the Treasury to address the housing shortage in the U.S. The conversation highlights Minneapolis' groundbreaking zoning reforms and explores new federal initiatives aimed at making housing more accessible and affordable. Topics include zoning laws, interest rate predictability for builders, and the importance of integrating housing with public transit.

00:00 Introduction and Welcome
00:05 Interview with Deputy Secretary of the Treasury
00:12 The Housing Shortage in America
01:30 Minneapolis: A Case Study in Housing Reform
04:17 Treasury's New Housing Efforts
05:16 Challenges and Solutions in Housing Finance
08:27 Integration of Housing and Public Transit
09:18 Conclusion and Final Thoughts
11:36 Closing Remarks and Call to Action