Dutta: Tax Codes Need an Overhaul

The transcript discusses corporate buybacks, dividends, and the impact of tax reforms on repatriation and corporate earnings. It explores the potential effects of repatriation on job growth and investment, referencing historical tax cuts by Reagan and JFK. The risks of large infrastructure plans are highlighted, particularly their impact on the housing market. The discussion concludes with an analysis of presidential influence on economic conditions, noting that presidents often receive credit or blame for economic outcomes beyond their control.

Discuss the relationship between corporate earnings and capital spending.

How do historical tax reforms impact current economic policies and perceptions?

What are the risks associated with a large infrastructure plan in the context of the current economy?