Brett Ryan
Economist at Deutsche Bank who discusses U.S. fiscal outlook, tariffs, deficits, Social Security timing, and related macroeconomic risks during the episode.
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Feb 27, 2026 • 34min
The Anything-But-AI Rally. Plus, Social Security’s Countdown.
Brett Ryan, an economist at Deutsche Bank, explains the U.S. fiscal outlook and looming Social Security timing. He discusses tariffs, deficit drivers, demographic pressures, and the 2032 trust fund deadline. He also covers how CBO assumptions and Fed credibility shape borrowing costs and macro risks.
