Skanda Amarnath
speaker
150 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Skanda Amarnath’s voice in public audio — every appearance, attributed to the second.
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Appearances
Productivity growth looks like it's picking up a gear, um, at least for the time being.
All these things are pretty good.
At the same time, to Neil's point, there are gonna be some we're seeing signs that growth will be slower in Q four and probably Q one.
And for that reason, like we're kinda seeing some some bumps in the road.
I
Don't think that policy is gonna be changing on a dime.
Even if like Trump goes for really aggressive tariffs, these are not things that'll be done overnight.
And so that's like the kind of friction in the system.
Everyone likes to talk about politics and how it's relevant to markets and there will be some election reaction.
But it's like as twenty sixteen kinda told you, right?
Whatever correlation structure was their pre election doesn't have to be their post election.
And I do think that's like something just to be mindful of as far as like policy will take more time to change.
I think it's pretty clear that if it's a Harris administration
It's probably with the Republican Senate.
There's like some compromise on tax policy.
You're not gonna get big things done.
But I don't think there's even like a huge appetite within the Democratic Party to do big things.
That's a little different in terms of like like they've already passed a lot of legislation, right?
But in terms of Republicans.
They actually have a good shot at a trifecto, right?
Showing 41–60 of 150 · page 3 of 8
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