A steeper yield curve and less regulation is good for banks, and this is now in place; Trump administration's approach to energy will be different than Biden's despite the massive clean energy bill spending ($1-2 trillion over 10 years not captured in original CBO scoring).

factualpending

Speaker

Michael Semolist

Evidence Quote

a steeper yield curve a little less regulation... that's good for banks... they passed an energy bill that's going to... cost somewhere between one and two trillion dollar over the next 10year

Source

Something's Going to Break, We Don't Know WhatThe Compound
Created: 8/11/2026, 7:15:52 AM

My Notes

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