Briefing
Takeaways:
Trump will enter the White House with control of the Senate, likely control of the House, and a Supreme Court favorable to his views.
Trump's main focus will be on using executive actions for things like tariffs, deportation of undocumented immigrants, and deregulation.
Getting major tax cuts through Congress will be challenging due to concerns about the deficit.
Productivity improvements will be critical to address high debt and deficits, but mass deportation could actually drive some productivity gains through increased automation.
Timestamps:
00:00 INTRO
00:28 THE ELECTION WAS A BATTLE BETWEEN DIFFERENT VISIONS FOR THE FUTURE
01:23 TOP ITEMS ON TRUMP’S AMERICA FIRST AGENDA
02:51 TRUMP’S PROPOSED TARIFFS MAY BRING RATES BACK TO THE 1940s
04:00 TARIFFS AND WASHER/DRYERS
07:40 U.S. IMMIGRANT POPULATION AND SHARE FROM 1850-2023
08:57 REGULATION COSTS HAVE BEEN EXCEPTIONALLY HIGH UNDER BIDEN
11:03 TRUMP’S TAX AGENDA FACES POWERFUL FORCES
12:37 PRODUCTIVITY IMPROVEMENTS HOLD THE KEY
13:47 THE MARKETS TYPICALLY RISE REGARDLESS OF PRESIDENTIAL PARTY
17:42 Q&A
Podcast: https://361.pub/40LreQR
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders.
We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative "one firm" culture, tailored to family offices who can add extraordinary value from industry experience and relationships. We believe in active engagement, facilitated by Weekly Briefing Roundtables, "Deep Dive" (web) conferences, and monthly Global Conferences (www.361firm.com/subs).
Website: http://www.361firm.com/home
LinkedIn: / 360onefirm
Important Notice for 361Firm Events:
Rule #1: Teach. No Pitching or Politics. Our 361 forums are designed to facilitate connecting and open, respectful discussions and sharing of data, macro-level ideas, strategies, and insights across industries, asset classes, regions, philanthropies, or other topics. It is prohibited to discuss specific investment offerings or products in these events or our App, but of course you build relationships that can organically lead to offline discussions.
Rule #2 - be sure to register. Qualified Purchasers (QPs) can join certain invite-only sessions.
Sessions May Be Recorded. By participating in person or virtually, you agree to our sharing recordings, e.g. 361firm.com/synopses.
360 One Firm Capital LLC (361Firm) may include in these materials or events companies (1) in which 361Firm may have invested in or alongside and/or (2) which are clients for which 361Firm could earn a fee from raising capital or connecting to talent or strategic partners.
/ 361firm (the “361Firm YouTube Channel") is operated by 361Firm, a privately held limited liability company registered in the State of Delaware. 361Firm provides strategic and financial services. 361Firm offers Securities through Finalis Securities LLC Member FINRA (https://www.finra.org/) / SIPC (https://www.sipc.org/). 361Firm and Finalis Securities LLC are separate, unaffiliated entities.
Смотрите видео Briefing онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь 361Firm 13 Ноябрь 2024, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 26 раз и оно понравилось 0 людям.