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Trump, The Fed, and 2025’s Coming Financial Rollercoaster | Jared Dillian
Manage episode 462317577 series 2964597
The Federal Reserve faces mounting uncertainty, Trump’s sweeping economic policies are set to reshape markets, and the bond market remains under immense pressure—making 2025 a year of financial turbulence. In this insightful interview, Andrew Brill sits down with Jared Dillian to unpack the Fed’s 2025 outlook, the potential return of yield curve control, transformative tax reforms, and how global rebuilding efforts in Ukraine and California could drive demand for commodities. Jared also analyzes the risks of public and tech sector layoffs, stock market volatility, and offers actionable strategies to protect and grow your wealth during these uncertain times.
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/42nfMMm
Get Jared’s insights on the markets and personal finance
sent to your inbox every week at https://www.jareddillianmoney.com/go/JD053AF021/WEA
Chapters:
1:32 - The Economy Today: Perspectives on Inflation and Growth
3:40 - A House Divided: Contrasting Fed Opinions
5:27 - Will Jay Powell Bend to Trump’s Pressure?
7:18 - Market Reactions: CPI, PPI, and Bond Movements
9:42 - The Trump Steepening: What’s Next for the Yield Curve?
11:12 - Yield Curve Control: Inflationary Consequences and Historical Context
13:20 - The Housing Conundrum: Prices, Supply, and Policy
15:22 - Economic Strains: Forbearance, Foreclosures, and Unemployment
18:06 - Cutting the Deficit: Layoffs, Debt, and Tough Choices
20:41 - Scott Besson’s Task: Fixing the Treasury’s Maturity Problem
23:24 - Commodities on the Rise: Weak Dollar, Big Rebuilds
26:11 - Trump’s Policy Playbook: Taxes, Tariffs, and Manufacturing
30:48 - Tariffs: A Costly Tax on the Consumer?
33:47 - Are Manufacturing Jobs the Future?
34:09 - Stock Market Outlook: Is Optimism Already Priced In?
36:04 - Beyond Stocks: Agriculture and Commodities
37:12 - AI and the Future of Jobs
38:04 - We’ll We Be Better Off in 2025?
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Economy #FederalReserve #TrumpEconomy #Markets #Inflation #Commodities #HousingMarket #BondMarket #TaxReform #EconomicOutlook #FinancialPlanning #StockMarket #EconomicPolicy #RebuildingEfforts #2025Predictions
____________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
942集单集
Manage episode 462317577 series 2964597
The Federal Reserve faces mounting uncertainty, Trump’s sweeping economic policies are set to reshape markets, and the bond market remains under immense pressure—making 2025 a year of financial turbulence. In this insightful interview, Andrew Brill sits down with Jared Dillian to unpack the Fed’s 2025 outlook, the potential return of yield curve control, transformative tax reforms, and how global rebuilding efforts in Ukraine and California could drive demand for commodities. Jared also analyzes the risks of public and tech sector layoffs, stock market volatility, and offers actionable strategies to protect and grow your wealth during these uncertain times.
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/42nfMMm
Get Jared’s insights on the markets and personal finance
sent to your inbox every week at https://www.jareddillianmoney.com/go/JD053AF021/WEA
Chapters:
1:32 - The Economy Today: Perspectives on Inflation and Growth
3:40 - A House Divided: Contrasting Fed Opinions
5:27 - Will Jay Powell Bend to Trump’s Pressure?
7:18 - Market Reactions: CPI, PPI, and Bond Movements
9:42 - The Trump Steepening: What’s Next for the Yield Curve?
11:12 - Yield Curve Control: Inflationary Consequences and Historical Context
13:20 - The Housing Conundrum: Prices, Supply, and Policy
15:22 - Economic Strains: Forbearance, Foreclosures, and Unemployment
18:06 - Cutting the Deficit: Layoffs, Debt, and Tough Choices
20:41 - Scott Besson’s Task: Fixing the Treasury’s Maturity Problem
23:24 - Commodities on the Rise: Weak Dollar, Big Rebuilds
26:11 - Trump’s Policy Playbook: Taxes, Tariffs, and Manufacturing
30:48 - Tariffs: A Costly Tax on the Consumer?
33:47 - Are Manufacturing Jobs the Future?
34:09 - Stock Market Outlook: Is Optimism Already Priced In?
36:04 - Beyond Stocks: Agriculture and Commodities
37:12 - AI and the Future of Jobs
38:04 - We’ll We Be Better Off in 2025?
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Economy #FederalReserve #TrumpEconomy #Markets #Inflation #Commodities #HousingMarket #BondMarket #TaxReform #EconomicOutlook #FinancialPlanning #StockMarket #EconomicPolicy #RebuildingEfforts #2025Predictions
____________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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