Short Dive: The Trump Administration's Fiscal Strategy
What are the structural problems that the Trump administration is focused on solving? What is this administration’s vision for America? What are the implications for entrepreneurs and investors?
Last week, I was at the White House and met with President Trump, Elon, as well as Scott Bessent, Howard Lutnick, and other members of the administration.
It was a whirlwind few days. I left D.C. feeling hopeful about where America is going and that America is in good hands.
The team and I put together this 'Short Dive', as an exercise to document and organize everything I learned during the trip, to spend time with the claims step-by-step, and to review the data associated with these claims.
The Trump administration's fiscal plan has immediate and long-term implications for markets and businesses, partly because it's a clear pivot from the last four years.
It provides insight into the potential length and magnitude of market corrections, the trajectory of GDP, what startups will be built and funded, and how capital is allocated.
Even if you disagree with the politics, I think it’s important to understand this plan as it will reshape entire industries and create new opportunities across our economy.
Hope this helps. Let me know what you think.
Chamath