Trump Tariff Threats Not A Surprise: Aaron Kenon

The transcript discusses the use of tariffs by Trump as a political and policy tool, particularly against China, to address issues like drug trafficking. It explores the impact of deregulation on the economy, highlighting potential growth in sectors like financials and healthcare. The role of AI in accelerating healthcare R&D is noted, along with market opportunities in public and private equities. The discussion concludes with challenges in achieving fiscal discipline and reducing deficits, considering past government spending.

How does the text suggest artificial intelligence will impact the healthcare sector?

What are the potential implications of the bond market yields dropping as mentioned in the text?

Discuss the challenges of achieving a 3% deficit by 2028 as outlined in the text.