Ep 61 | Bob Stein | What Surprises Are Ahead For The US Economy In 2026?

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Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast

1d ago 47:27

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At the precipice of a new year, Bob Stein discusses the implications of a probable new Fed Chair, the possibility of a Supreme Court ruling against tariff policies, and the odds for mid-term elections.

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Chapters

1. Year-End Setup And 2026 Outlook (00:00:00)

2. Trump’s First-Year Policy And Spending (00:02:30)

3. Growth, Deficit Shift, And GDP Path (00:07:00)

4. Tariffs, Supreme Court Risk, And Refund Debate (00:09:30)

5. Checks From Tariffs And Fiscal Logic (00:16:30)

6. Fed Chair Contenders And Market Perception (00:19:00)

7. FOMC Power, Governance, And Legal Gray Areas (00:22:30)

8. House Forecasts, Maps, And VRA Wildcards (00:27:30)

9. Senate Map Math And Key Races (00:32:00)

10. Policy Implications Of A Split Congress (00:36:00)

11. Third Parties, Coalitions, And 2030s Scenarios (00:39:00)

12. Holiday Book Picks And Closing (00:42:30)

61 episodes

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