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Rates, trade, and “one big, beautiful bill”
Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.
2:35 - What would happen under full tariffs?
4:20 - Historical path to deglobalization
5:45 - Impact of tariffs on inflation and growth
9:00 - Has DOGE been effective?
10:55 - Reconciliation bill trajectory and effects
16:00 - What are policymakers missing?
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By Wellington Management
4.9
4141 ratings
Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.
2:35 - What would happen under full tariffs?
4:20 - Historical path to deglobalization
5:45 - Impact of tariffs on inflation and growth
9:00 - Has DOGE been effective?
10:55 - Reconciliation bill trajectory and effects
16:00 - What are policymakers missing?
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