Joe Lavorgna

speaker

132 appearances 1 recordings 1 series first heard Jan 2026 last heard 28 Jan

Joe Lavorgna’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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Verdict with Ted Cruz · BONUS: Daily Review with Clay and Buck - Jan 28 2026 · 28 Jan 2026 podcast

And therefore, the public markets are going to benefit from that.

And by default, the people who are investing in these Trump accounts are going to benefit as well.

I mean, look, you have a huge equity boom.

I mean, you've had a 45% or 40-something percent increase off of the April lows, one of the biggest recoveries post-Liberation Day we've ever had.

following a 15% stock drawdown, and the markets are understandably optimistic about the future that the president has laid forth.

That's not to say there won't be corrections along the way, but I think we have to look at the long-term picture and the fact that the U.S.

market is so innovative, so dynamic, and U.S.

companies are set to thrive.

The president has set the field for those companies to thrive, and he's got people in leadership positions, such as the secretary, that are going to make sure that private capital is

uh, is accessed in the most efficient way.

And the AI story is for real.

I think it's very important.

We're certainly seeing a productivity data.

And could there be some spending that needs to be cut back here and there?

Of course.

But that's the nature of the cycle.

But I think generally speaking, the optimism that we're seeing in markets is well placed, Buck, because you're seeing it in the GDP data.

You're seeing it in strong capex.

You're going to see it more on the investment side, especially for factories, because that expensing is only going to last three years.

So that's going to see you're going to see a big boom there.

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