The US economy is likely to head upward from here because of various tailwinds, meaning the Federal Reserve should not be in a rush to cut rates.

“And the the backdrop is one where the economy is actually likely head up from here. We have a lot of tailwinds when you think to 2026. So if you were Powell, you would not be in any rush to do the next one.”

The U.S. is transitioning from a post-war to a pre-war environment, necessitating a policy of peace through strength, military deterrence, and a focus on domestic production for security.

“Spider Marks has been talking a lot now and I've kind of started paraphrasing a little bit that we may have moved from a post-war world to a pre-war world. And that we've kind of moved for the first time.”