Trump's policy announcements (massive tariffs, eliminating income taxes, etc.) are largely theater and should not be taken at face value; the campaign is over and pretense can now be abandoned, so don't expect these proposals to be implemented.

forecastpending

Speaker

Ben Hunt

Evidence Quote

I don't think we're going to have massive tariffs I really don't... Trump saying oh we're going to you know get rid of income taxes and do massive tariffs on everything it's just he just he's just making it up... it's none of this is going to happen the campaign's over people we don't have to pretend anymore

Source

Making Sense of Markets in a Post Election World | Grant Wiliams and Ben HuntExcess Returns
Created: 8/11/2026, 7:30:05 AM

My Notes

Loading notes...