CalSTRS CIO Ailman on Tax Reform, ‘Talk Is Cheap’

The video discusses the impact of tax policies on the US economy, highlighting the importance of corporate and personal income taxes. It examines market reactions to tax news, emphasizing a long-term outlook amidst political division. The differences between equity and debt market perspectives are explored, with a focus on portfolio management and global rebalancing. The video also addresses corporate earnings and global investment strategies, particularly in Europe and Asia. Finally, it considers growth projections and the potential impact of tax code changes, referencing historical economic policies.

What are the key factors that will influence the US economy according to the discussion?

How does the speaker view the relationship between tax reform and market reactions?

What is the speaker's perspective on the current state of corporate earnings?

What are the implications of achieving a 3% growth rate for corporate earnings?

In what ways does the speaker suggest that Washington's actions impact the economy?