Mainstream narratives don’t always reflect economic reality — and that gap has never been more important to understand. Co-hosts Joseph Gradante, AJ Giannone and Emil Sadofsky unpack why key wins on the economic and geopolitical front are getting buried, and what investors should really be paying attention to. From media distortion to fiscal policy shifts and market responses, we trace how economic literacy is becoming essential for long-term success.
Key Takeaways:
(01:14) Trump logs major wins in trade, foreign policy and hostage negotiations.
(05:19) Inflation drops, markets rise and optimism grows ahead of America’s 250th anniversary.
(10:32) Media bias erodes trust but economic-focused leadership restores balance.
(16:26) Tax cuts and deregulation will create 4.2M jobs and raise wages by up to $11K.
(18:28) Anticipation of the reconciliation bill sparks massive capital inflows and US job creation.
(20:00) Innovation in AI and infrastructure needs long-term capital and clear policy.
(24:00) As de-dollarization grows, gold rises and investors must think independently.
(26:33) Trump’s bold tariff threats lead to modest, reciprocal trade deals.
Resources Mentioned:
https://www.linkedin.com/in/yoda-josephgradante/
https://www.linkedin.com/in/agiannone-cfa/
https://www.linkedin.com/in/emil-sadofsky/
Office of Management and Budget
https://www.whitehouse.gov/omb/
https://group.softbank/en/news/press/20250522
https://www.lilly.com/
https://www.bms.com/
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