A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the Trump administration with regard to economic and tax policy.
Show Notes
[01.56] Market Update – The changes in the market since the USA’s presidential election.
[04.30] Article of the month – Wall Street Journal’s article on “What’s Flying Higher Than Bitcoin?”.
[13.00] The Power Shift – Grant explains why there’s no clear winner in a better stock market after an election.
[17.37] Tariffs – Grant explains how there will be inflation if Trump’s policy is to impose tariffs on every single trading partner.
[22.43] Industries – Grant explains how tariffs are often imposed on specific industries, creating uneven benefits and harms across different sectors.
[27.30] Taxes – Trump’s tax plan aims to reduce corporate taxes, benefiting both C corporations and pass-through entities.
[29.47] The SALT (State and Local Taxes) Deduction – Grant shares his perspective on the ongoing debate among lawmakers about removing or adjusting the SALT deduction.
Resources
Small-cap stocks on verge of ending 3 years of futility with record run — if it holds
What’s Flying Higher Than Bitcoin? The Software Company Buying Up Bitcoin