This episode features Douglas Holtz-Eakin, President of the American Action Forum and former CBO Director; Kimberly Clausing, former lead economist in the US Treasury; and Jeffrey Young, Head of Investment Strategy for PGIM’s quant team. They explore the macro implications from taxes and tariffs, how policy changes are shaping how investors allocate capital, and why economic growth could be more resilient against higher tariffs than in the past.
Please click the links below to listen.
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