Tariffs, The Big Beautiful Bill, and Kryptonite?! |The War Room

This week in The War Room, Carson Rich, Eric Dunavant, Drew Brown, and Kristina Schuler dive into what’s really happening behind the headlines—from AI-driven market moves to new crypto tax proposals, the return of tariffs, and what the “Big Beautiful Bill” could mean for your wallet.

🔽 Topics Covered:

0:00 – Sector Snapshot: Energy vs. Tech

Tech is up 24%, while energy falls 8.6%. Are we pricing in real AI growth—or heading toward a dot-com style correction?

2:00 – Price-to-Earnings Breakdown

Microsoft, Nvidia, Amazon, Broadcom, Tesla—who’s priced for perfection and who has room to stumble?

4:00 – Rig Counts & OPEC Quotas

Why the U.S. is drilling less, how Saudi Arabia is breaking its own production caps, and what that means for oil prices.

8:00 – Finding Opportunity in Uneven Markets

The key to navigating overvalued sectors: looking past the hype.

9:00 – Nuclear Energy: Quiet Investments to Watch

Chevron and others are backing nuclear fusion. Public IPOs coming?

10:30 – Manufacturing vs. Services

ISM reports show services are growing—but construction and agriculture are stuck. What does it signal?

13:45 – Crypto Tax Bill Breakdown

New legislation proposes $300 transaction exemptions, $5K capital gains buffer, and removes the wash sale rule—for now.

16:30 – Currency vs. Asset: The Crypto Debate

Bitcoin's volatility, stablecoin practicality, and what the government might really want.

20:30 – Tariff Fatigue?

$27B in tariff revenue in June alone—4x the 2024 monthly average. Markets barely flinch.

24:30 – U.S. Budget Surplus?

For the first time since 2005 (outside of tax season), the U.S. posts a monthly surplus. Are tariffs the reason?

25:30 – The Minerals Pact: U.S., India, Japan & Australia

Can we break free from China’s rare earth monopoly—or will environmental regulations hold us back?

30:00 – Big Beautiful Bill: What’s in It?

Signed July 4. Major tax changes + major cuts to Medicaid and SNAP. What it rewards, what it removes.

36:00 – The Value of Work

Why requiring 80 hours of work, volunteer time, or job training isn’t just a policy shift—it’s a human dignity issue.

39:00 – Tax Breaks You Might’ve Missed

No tax on overtime, tips, or U.S.-built car loan interest. What it could mean for the auto sector and job creation.

42:00 – Incentives for Manufacturing

Accelerated depreciation and small biz deductions could be game-changers. Will it work?

43:00 – AI in Healthcare

AI outperforms doctors with 20+ years of experience in diagnoses. What that opens up for the medical field.

46:00 – Robotic Heart Transplants Are Here

The Da Vinci robot moves from kidney surgery to cardiac operations. Precision just hit a new level.

49:00 – Microsoft + OpenAI: Training America’s Teachers

A nationwide effort to help K–12 educators use AI by 2030. Empowerment, not replacement.

52:00 – Caution or Curiosity? The Future of AI

AI models are talking to each other in unknown languages. Creepy—or revolutionary?

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