Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence to serve in the Trump administration, where he was Special Assistant to the President, and Chief Economist of the National Economic Council. Prior to Natixis, Joe spent 20 years with Deutsche Bank Securities in the Global Markets Division, where he was considered one of the leading Wall Street economists. Joe is also a Senior Fellow at the America First Policy Institute, a Washington, D.C.-based think tank. In this podcast, we discuss: 

• What it was like working for Trump 
• Why Trump is now more effective 
• Thoughts on tariffs, taxes and immigration 
• Inflation outlook 
• Fed view 
• DOGE and fiscal policy 
• US growth boost 
• Europe and China’s challenges 
• Books mentioned: Reminiscences of a Stock Operator (Lefevre) 

You can follow Joe here. 

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)