(0:00) Treasury Secretary Scott Bessent joins the show
(0:55) Recapping 2025 and the state of the economy
(3:13) Tariffs: Leverage, legal challenges, implementation
(15:20) Affordability: inflation, BLS data, interest rates
(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates
(42:44) Focus on Main Street, taking equity stakes in American companies
(50:40) Tax cuts, Trump accounts, economic legacy
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Referenced in the show:
https://www.international-economy.com/TIE_Sp25_Bessent.pdf
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