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.
TIMESTAMPS
0:00 Intro
2:04 What is Trump Doing?
8:18 Economic Rebalancing
13:48 Crypto Strategic Reserve
25:03 Tariffs
29:50 Trade Imbalances
34:56 Tariffs & 10 Year Yield
42:43 Recession in 2025?
49:18 Optimistic Future
55:37 Risk-On Sector
59:22 Closing & Disclaimers
RESOURCES
Jim Bianco
https://x.com/biancoresearch
Bianco Research
https://www.biancoresearch.com/visitor-home/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures