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.

    Avsnitt(1180)

    Lots More on the Seaborne Chaos Around the Strait of Hormuz

    Lots More on the Seaborne Chaos Around the Strait of Hormuz

    With war breaking out in Iran, the price of oil is surging, in part due to the destruction of oil energy infrastructure, but also the ability of anything to get through the Strait of Hormuz. But it’s ...

    6 Mars 30min

    Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet

    Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet

    Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it through the 2008 financial crisis. In his new memoir,...

    5 Mars 47min

    How the Speed of a Trade Got Down to Nearly the Speed of Light

    How the Speed of a Trade Got Down to Nearly the Speed of Light

    The average person can enter a stock trade on their computer, hit refresh, and the trade is done. As fast as that seems, there are professional traders moving even faster, executing thousands of trade...

    2 Mars 55min

    Introducing: Bloomberg This Weekend

    Introducing: Bloomberg This Weekend

    'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business l...

    1 Mars 1min

    James van Geelen on His Viral AI Doom Scenario

    James van Geelen on His Viral AI Doom Scenario

    Something very unusual happened in the market in the last week of February. It sold off, in part, thanks to an article on Substack. James van Geelen is the founder of Citrini Research, which published...

    28 Feb 43min

    The Scramble Is On for Businesses to Get Their Tariff Refund Checks

    The Scramble Is On for Businesses to Get Their Tariff Refund Checks

    Earlier this month, the Supreme Court ruled that Trump's "Liberation Day" tariffs were illegal. And now basically every importer who paid those tariffs will be rushing to get their refunds. But will b...

    27 Feb 44min

    How Insurance Costs Make NYC Construction So Expensive

    How Insurance Costs Make NYC Construction So Expensive

    It's hard to imagine New York City becoming significantly more affordable as long as it remains so expensive to build things. Whether we're talking about new housing or transportation, the city is a f...

    26 Feb 47min

    Alison Roman's Plan to Conquer the Tomato Sauce Market

    Alison Roman's Plan to Conquer the Tomato Sauce Market

    Alison Roman is a cult figure in the world of food media. She's written multiple hit cookbooks and several of her recipes have gone viral. And her newsletter is incredibly popular. Now, she's putting ...

    23 Feb 53min

    Populärt inom Business & ekonomi

    framgangspodden
    varvet
    svd-tech-brief
    badfluence
    rss-jossan-nina
    rss-borsens-finest
    uppgang-och-fall
    bathina-en-podcast
    rss-svart-marknad
    tabberaset
    lastbilspodden
    rss-inga-dumma-fragor-om-pengar
    fill-or-kill
    rikatillsammans-om-privatekonomi-rikedom-i-livet
    24fragor
    affarsvarlden
    avanzapodden
    borsmorgon
    market-makers
    montrosepodden