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Julien Garran: The Real Trump Trade Is a Blue-Collar Economic Revolution
Are investors missing the most important macro shift in decades? In this must-watch interview, Julien Garran of the MacroStrategy Partnership joins Trey Reik to explain why the market has completely misread the economic agenda of the Trump 2.0 administration. Behind the headlines and media noise lies the “Real Trump Trade”, a radical restructuring of U.S. economic policy aimed squarely at reversing two generations of blue-collar decline.
Key Topics:
Why markets are reacting incorrectly to Trump’s return and what they’re missing
How four key forces: trade, government spending, energy policy…
The skinny
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