Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.

2:30 – Tariffs are a tax
8:30 – Highs and lows of the new tax bill
16:25 – Economic boosts in AI and deregulation?
20:30 – Immigration policy and productivity
23:05 – A wait-and-see Fed
25:20 – Investment implications of a disruptive geopolitical landscape