In the first long form podcast episode of 2025, Chris holds forth on the prospects of Trump 2.0 when seen through the eyes of non-partisan FACTS…and MATH. From inflation, interest rates and DEBT…to a stock market priced for perfection (and lower inflation and rates!) … to energy, metals and more…we look at what simple mathematics dictates for the economy, asset classes, markets and more in the near term. Of all the intractable “math problems” facing President Trump specifically and the U.S. generally, pay especially close attention to our discussion of China and the challenges its inexorable slide into deflation represents for America in so many ways.
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