Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy
Odd Lots25 Helmi 2025

Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy

The so-called “Mar-a-Lago Accord” has suddenly become a hot topic on Wall Street, with some investors and analysts starting to take the idea more seriously, holding meetings with clients and publishing research notes about the rumored plan. A riff on the 1985 Plaza Accord — named for the hotel where it was devised — the idea is that the Trump administration could achieve its economic aims through a reordering of the financial system that would include a conscious effort to devalue the dollar. The basic components of the plan were laid out by Stephen Miran, President Donald Trump’s nominee to lead the White House Council of Economic Advisers, and drew on the work of Zoltan Pozsar. So how exactly could this all work? And what problems are the Trump administration trying to solve exactly? On this episode, we speak with Jim Bianco, president and founder of Bianco Research, who has been briefing his clients about the possibilities.

Read more:
Three Names You Need to Know to Understand the Future of the International Monetary Order
‘Mar-a-Lago Accord’ Chatter Is Getting Wall Street’s Attention

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

    See omnystudio.com/listener for privacy information.

    Jaksot(1183)

    How to Prepare for a Post-Dollar World with Inigo Fraser Jenkins

    How to Prepare for a Post-Dollar World with Inigo Fraser Jenkins

    People talk all the time about the potential for huge turning points in history. And they've been talking about the possibility of the US losing its dominant position in the international financial or...

    24 Heinä 202546min

    The NYC Landlords Most Worried About Zohran Mamdani

    The NYC Landlords Most Worried About Zohran Mamdani

    Probably the most controversial proposal from New York City Democratic mayoral nominee Zohran Mamdani is his promise to freeze the rent on a substantial chunk of rent-stabilized units in the city. The...

    21 Heinä 202534min

    Why the Damage to Fed Independence May Have Already Been Done

    Why the Damage to Fed Independence May Have Already Been Done

    There’s a long history of US presidents putting pressure on the Federal Reserve to lower interest rates, but the techniques have often been subtle or quiet in some way. Under President Trump, attacks ...

    19 Heinä 202527min

    Mayor Eric Adams on the Future of New York City

    Mayor Eric Adams on the Future of New York City

    Incumbent NYC Mayor Eric Adams didn't run in the Democratic primary. But he'll be on the ballot in November, running as an independent against Zohran Mamdani and probably a couple of other candidates ...

    18 Heinä 202546min

    What AI Is Already Doing to the Legal Industry

    What AI Is Already Doing to the Legal Industry

    If there's one thing that lawyers do a lot of, it's spending a prodigious number of hours going through documents. And they're often very well compensated for this work. So if there's one area where A...

    17 Heinä 202548min

    Why US Banks Are Trying to Turn Themselves Into Super Apps

    Why US Banks Are Trying to Turn Themselves Into Super Apps

    Rohit Chopra is a former director of the Consumer Financial Protection Bureau, which was created in the aftermath of the 2008 financial crisis. In this episode, we speak with him about the current sta...

    14 Heinä 202554min

    What NYC's Most Powerful CEOs Think About Zohran Mamdani

    What NYC's Most Powerful CEOs Think About Zohran Mamdani

    When socialist candidate Zohran Mamdani won the Democratic party's nomination for NYC mayor, top business leaders experienced a bout of hysteria. That's according to Kathy Wylde, the president and CEO...

    11 Heinä 202544min

    How a Geopolitical Analyst Predicts the Outcome of War

    How a Geopolitical Analyst Predicts the Outcome of War

    For investors, geopolitical risks are always lurking as a factor that could upend trades for obvious reasons. When war breaks out, it's crucial to have some kind of understanding of what it will mean ...

    10 Heinä 202544min

    Suosittua kategoriassa Liike-elämä ja talous

    sijotuskasti
    mimmit-sijoittaa
    psykopodiaa-podcast
    rss-rahapodi
    rss-sisalto-kuntoon
    rss-rahamania
    ostan-asuntoja-podcast
    herrasmieshakkerit
    rahapuhetta
    sijoituspodi
    rss-lahtijat
    rss-karon-grilli
    oppimisen-psykologia
    lakicast
    rss-startup-ministerio
    rss-bisnesta-bebeja
    rss-paasipodi
    rss-yrittajan-mindset
    rss-viisas-raha-podi
    rss-draivi