Paul was joined by the esteemed Martin Baily of the Brookings Institution to discuss the short, and long-term, impact of President Trump’s economic agenda. Martin is a frequent guest of the View from the Peak Expert Series who, in the past, has shared his measured and insightful thoughts on US productivity trends. Martin wrote a fantastic piece in February for Brookings titled, Trump’s formula for growing the U.S. Economy – what will work and what won’t. After reading the piece, we immediately reached out to Martin for a chat.
While there are no direct trade ideas out of conversation such as this, Martin’s thoughts go a long way to dispelling many of the market misconceptions about structural long-term growth, inflation and interest rate policy