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“I don't I don't know what the ruling is going to be. My my guess is everyone... So when Justice Barrett, Coney Barrett said, if we undo this, it'll be a mess.…”
@All-In Podcast
Bessent reads Barrett as hunting for a reason not to undo the tariffs and calls IEEPA authority no stretch, which is a clean YES on the Polymarket question that resolves YES only if SCOTUS reverses the Federal Circuit and preserves the tariffs. The market is the only instrument that resolves directly on the ruling he is forecasting.
SUPREME COURT RULES IN FAVOR OF TRUMP'S TARIFFS?LONG@ 28¢PREDICTION MARKET · NO LIVE PRICING
31:14LONG
“if we can stabilize the budget deficit, even bring it down, that that will contribute to disinflation”
@All-In Podcast
Fiscal contraction plus disinflation is the bull case for long Treasuries the Treasury chief is building
USBONDLONGIDEA · NOT YET PRICED
“the companies that suffered the most under these regulations were the small banks. So, we have seen small and community banks disappear at an alarming rate.”
@All-In Podcast
Treasury is actively loosening regulation to unleash small and community bank lending
IATLONG@ $55.29
$62.25+12.59%
since call Dec 22
peak +15.4%
“The biggest threat is that 97% of the upper level precision chip manufacturer, the advanced chip manufacturers is made in Taiwan. And we need to bring a…”
@All-In Podcast
Treasury names chips a top national security industry and is taking equity stakes to reshore production
TSMLONG@ $287.73
$395.88+37.59%
since call Dec 22
peak +45.4%
“Boeing, the largest employer there is increasing their plant by 50% for the dreamliners, result of the trade deals, but it's also part of the tax deal.”
@All-In Podcast
Trade deals plus full expensing are driving Boeing to expand Dreamliner output 50%
BALONG@ $215.29
$215.43+0.06%
since call Dec 22
peak +2.8%
TIMESTAMPS
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