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Short Dive: The Trump Administration's Fiscal Strategy

chamath.substack.com · saved by 1 readers

What are the structural problems that the Trump administration is focused on solving? What is this administration’s vision for America? What are the implications for entrepreneurs and investors?

Last week, I was at the White House and met with President Trump, Elon, as well as Scott Bessent, Howard Lutnick, and other members of the administration. It was a whirlwind few days. I left D.C. feeling hopeful about where America is going and that America is in good hands. The team and I put together this 'Short Dive', as an exercise to document and organize everything I learned during the trip, to spend time with the claims step-by-step, and to review the data associated with these claims. The Trump administration's fiscal plan has immediate and long-term implications for markets and…