What Will an “America First” Economy Look Like? | Jim Grant

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 29 July 2024

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 373 of Hidden Forces, Demetri Kofinas speaks with Jim Grant, the founder of Grant's Interest Rate Observer, about the "America First" economic agenda and how investors should think about changes to U.S. economic policy when forecasting interest rates, growth, and inflation.

Jim Grant compares contemporary American politics to other periods in U.S. history, including electoral comparisons to the 2024 U.S. elections, and describes why the risks associated with two open-ended wars in Eastern Europe and the Middle East and a third potential conflict in the Pacific are not being prudently considered by policymakers and market participants alike. Demetri and Jim also devote considerable time to analyzing Trump’s “America First” economic agenda, including his spending proposals, tariffs, tax cuts, and import duties, as well as what an America First energy policy would look like under a Trump administration if he were to retake the White House in 2025.

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Episode Recorded on 07/24/2024

Transcript

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0:00.0	What's up everybody? My name is Demetri Kofinas and you're listening to Hidden Forces, a
0:06.1	podcast that inspires investors, entrepreneurs and everyday citizens to challenge
0:12.2	consensus narratives and learn how to think critically
0:15.3	about the systems of power shaping our world.
0:18.6	My guest in this episode of Hidden Forces, which is currently available to premium subscribers only, is Jim Grant.
0:25.0	Jim is the founder of Grant's interest rate observer and a legend in investor education and financial media.
0:31.0	While he's often asked about the direction of interest rates and the state of financial markets and the economy,
0:37.0	I don't think I've ever heard Jim question at least not at length
0:40.0	about trends in politics and national security and how investors should
0:44.0	factor these variables into their risk assessments when making economic and
0:48.4	financial forecasts. This is what we spend most of our time today discussing.
0:53.5	We discuss the state of American politics and how it compares to other periods in American
0:57.8	political history, the upcoming 2024 U.S. elections and their potential repercussions on economic policy, and how two open-ended wars
1:06.1	in Eastern Europe and the Middle East and a third potential conflict in the Pacific could dramatically
1:11.4	alter not only our economic fortunes, but our physical
1:14.4	safety and security as well. We also devote extra time to assessing Trump's
1:19.4	America First Economic Agenda, including his spending proposals, tariffs, tax cuts, and
1:25.2	import duties, as well as what an America first energy policy would look like
1:29.5	under a Trump administration if he were to retake the White House in 2025.
1:34.8	If you want access to this episode and you're not already subscribed to Hidden Forces,
1:39.7	you can join our premium feed and listen to today's episode by going to Hidden Forces.
1:44.4	I.O. slash subscribe.
	...

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