Trump Tariffs Overturned, $56T Debt Surge, AI Replacing Workers & Fed Cuts Debate

Описание: Welcome back to All Things Markets — I’m Anthony Scaramucci, and today Mike Novogratz and I are ripping into the big stuff: tariffs getting struck down, a potential $56 trillion national debt, and whether the bond market is just calmly whistling past the fiscal graveyard. Mike and I debate Fed cuts, the AI labor shock that could upend the middle class, and why baby boomers may go down as the most overrepresented — and self-interested — generation in modern political history. Buckle up — this one’s about power, money, and what kind of future we’re actually building.

Michael Novogratz is the Founder and CEO of Galaxy Digital. He was formerly a Partner and President of Fortress Investment Group LLC. Mr. Novogratz served on the New York Federal Reserve’s Investment Advisory Committee on Financial Markets from 2012 to 2015. He serves as the Chairman of The Bail Project and has made criminal justice reform a focus of his family’s foundation.

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Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.

Pre-order my next book, All the Wrong Moves: How Three Catastrophic Decisions Led to the Rise of Trump, out on the 17th of September in the UK and the 22nd of September in the US: ⁠https://linktr.ee/anthonyscaramucci⁠

Timestamps
0:00 Anthony & Novo are back!!
0:57 Goodbye Tariffs, Rebates, Stimulus & Stronger Economy?
4:55 Fed Cuts: How Many and How Fast?
6:28 Rising National Debt & What We Do About It
9:52 How to Hedge a Fiscal Crisis (Yield Curve, Dollar, Gold)
12:42 Washington’s Deficit Denial Problem
15:14 AI Shock Scenario: White-Collar Job Losses
19:20 Who’s Driving AI — And Why?
22:40 Citizens United & Political Money Explosion
24:55 Crypto Debate: Kashkari vs. Digital Assets
27:32 Are Boomers the Most Selfish Generation?
31:17 Lightning Round: Clarity Act, Bitcoin, Fed Chair