Government efficiency, fiscal reform and market volatility are the focus of today’s economic discussions.
Co-hosts Joseph Gradante, AJ Giannone, and Tyler Goering analyze the latest policy shifts, including the potential of a US sovereign wealth fund, the DOGE dividend and the role of tariffs in global trade.
They discuss whether fiscal responsibility can drive long-term economic growth, how tax and trade policies affect markets and why gold and hard assets are gaining traction.
Key Takeaways:
(02:06) Would people notice if the federal government disappeared?
(09:00) Where taxpayer money really goes and why cutting waste matters.
(10:30) The DOGE dividend — helpful or inflationary?
(12:54) Why a US sovereign wealth fund could be a game-changer.
(15:47) Tariffs as a tool for fair trade.
(19:49) Sovereign wealth funds as an economic defense.
(26:38) Market volatility is rising — gold and hard assets gain appeal.
(29:22) 50% of US spending comes from the top 10% — what if they pull back?
Resources Mentioned:
https://www.linkedin.com/in/yoda-josephgradante/
https://www.linkedin.com/in/agiannone-cfa/
https://www.linkedin.com/in/tyler-goering-cfa/
https://en.wikipedia.org/wiki/Sovereign_wealth_fund
https://nypost.com/2025/02/27/us-news/proposed-doge-dividend-could-become-law/
https://crsreports.congress.gov/product/pdf/IF/IF11030
https://www.investopedia.com/terms/v/volatility.asp
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