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

    Episoder(1187)

    Why Eurodollars Might Be Ground Zero for De-Globalization

    Why Eurodollars Might Be Ground Zero for De-Globalization

    Eurodollars have nothing to do with the euro-dollar exchange rate. Instead, they're effectively a source of dollars that operates outside the control of the U.S. Jeff Snider, Head of Global Research a...

    29 Okt 201834min

    Coming Soon: The New Economy

    Coming Soon: The New Economy

    Bloomberg’s head of economics Stephanie Flanders calls on Bloomberg's worldwide network of reporters and expert commentators to cast a fresh eye on looming challenges for the world economy which affec...

    24 Okt 20181min

    What Will China’s Economy Look Like In 10 Years?

    What Will China’s Economy Look Like In 10 Years?

    China has a plan for how it wants to transform into a modern economy. But the future of China’s economy is complicated both by internal factors like debt-fueled growth, as well as external challenges ...

    22 Okt 201846min

    Coming Soon: The ETF Story

    Coming Soon: The ETF Story

    The creation story of the first exchange-traded fund is actually the best way to understand how they work. And it's not just educational, it's entertaining. Like the PC and the MP3, the story of the c...

    19 Okt 20181min

    How To Analyze A Marijuana Stock

    How To Analyze A Marijuana Stock

    Marijuana stocks have been on a tear recently, as investors bet on the explosion of a brand new, legalizing market. But, how should investors actually go about trying to figure out which companies are...

    15 Okt 201840min

    Saudi Arabia's IPO Drama

    Saudi Arabia's IPO Drama

    A little over two years ago, Saudi Arabia revealed plans to IPO part of its huge state-owned national oil company. The listing would have been the largest in history and a centerpiece of the Kingdom's...

    8 Okt 201832min

    What David Barse Learned From Watching A Credit Fund Blow Up

    What David Barse Learned From Watching A Credit Fund Blow Up

    David Barse was the CEO of Third Avenue Management when one of its credit funds melted down in late 2015. The collapse of the fund touched off a significant debate about market structure, and the appr...

    1 Okt 201836min

    How To Create The Safest Bank In America

    How To Create The Safest Bank In America

    What if there were a bank that could never experience a run? And furthermore, what if it paid higher interest rates on deposits than what you could get at other banks? That sounds pretty good, right? ...

    24 Sep 201848min

    Populært innen Business og økonomi

    stopp-verden
    lydartikler-fra-aftenposten
    dine-penger-pengeradet
    rss-penger-polser-og-politikk
    e24-podden
    rss-borsmorgen-okonominyhetene
    pengepodden-2
    tid-er-penger-en-podcast-med-peter-warren
    pengesnakk
    livet-pa-veien-med-jan-erik-larssen
    utbytte
    stormkast-med-valebrokk-stordalen
    morgenkaffen-med-finansavisen
    lederpodden
    rss-markedspuls-2
    rss-sunn-okonomi
    rss-pa-konto
    finansredaksjonen
    stockup
    boligbobla