For the first time under Trump, the Fed and the Treasury are moving in the same direction. Incoming Fed Chair Kevin Warsh looks set to follow the playbook already laid out by Scott Bessent: low interest rates and an economy run red hot. The question now isn’t if this regime is coming, but whether your portfolio is prepared for it? In today’s episode, I break down what this shift means and what you should own heading into this new era.
0:00 Intro
0:36 Scott Bessent and Kevin Warsh are signaling their moves
2:56 Record tax refunds will hit the economy soon
4:32 Once-in-a-generation opportunity says Jenson Huang
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at:
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