Episode Details
| Title | Scott Bessent | All-In in DC! |
|---|---|
| Date | 3/19/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $SWF - The Trump administration is considering creating a US sovereign wealth fund as a key policy initiative to generate long-term assets for Americans.
- “President Trump, everything he does isn't in a straight line but I guarantee you he has a destination in mind and the idea that he's gonna be the first president in generations who is going to, he wants to create assets for the American people not just debt.” - Scott (52:57)
- 🟢 $TBILL - 🔒
- 🟢 $ENERGY - 🔒
- 🟢 $HOUSING - 🔒
Bearish:
- 🔻 $GOVCON - 🔒