Скачать или смотреть Barclays Analyst on What Investors Should Know About Trump’s Tax Bill | WSJ’s Take On the Week

In this episode of WSJ's Take On the Week, we jump straight into a topic on many minds: the GOP's One Big Beautiful Bill. Co-hosts Gunjan Banerji and Telis Demos are joined by Michael McLean, public policy senior analyst at Barclays, to unpack what some investors are focusing on when it comes to the GOP’s One Big Beautiful Bill, Medicare, Medicaid and Social Security.

McLean explains the differing viewpoints between Washington and Wall Street and the role of a rising U.S. deficit. Plus, the hosts share and answer listener questions about tax policy asked at WSJ’s Future of Everything conference in May.

Chapters:
0:00: Guest introduction
0:25: Listener question from WSJ’s Future of Everything conference
2:00: Washington and Wall Street’s varying view of deficits
4:15: Spending versus deficits
6:05: “The government is really an insurance company with a military."
8:10: Will the U.S. have a Liz Truss moment?
10:15: How concerned are investors about the deficit?
13:45: Themes to emerge from the tax and budget bill
14:55: The future for EVs and renewable energy
17:30: The politics of the SALT deduction
19:15: The impact of Medicaid cuts
20:15 Does the tax bill help businesses or individuals?

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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