Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid?
Macro expert Jim Bianco breaks down Trump's economic strategy—tariffs, tax cuts, and shifting focus from the stock market to the 10-year Treasury yield.
We discuss the potential risks of short-term pain, the surprising Crypto Strategic Reserve, and whether this shift could lead to long-term economic stability. Is this the start of a recession or a necessary correction?
Tune in for Jim’s expert take.
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TIMESTAMPS
0:00 Intro
5:53 What is Trump Doing?
12:07 Economic Rebalancing
17:37 Crypto Strategic Reserve
28:52 Tariffs
33:39 Trade Imbalances
38:45 Tariffs & 10 Year Yield
48:28 Recession in 2025?
55:04 Optimistic Future
1:01:22 Risk-On Sector
1:05:07 Closing & Disclaimers
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RESOURCES
Jim Bianco
https://x.com/biancoresearch
Bianco Research
https://www.biancoresearch.com/visitor-home/
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