June 21 2024
- Trump!!!
- Likes Sacks house
- Winklevoss Brothers donating $1M in BTC each to Trump
- Fundraiser went well
- Economy
- Too much regulation, No M&A, Real estate credit crunch, Hard to do business
- Wants to reduce taxes
- More focused on reducing/eliminating regulation
- Emphasizes impact of crime
- Mostly democrat-run cities - no cash bail, high regulation, high tax regimes
- Larry Summers comment on Trump tax cut proposal using tariffs - Trump said he believes in tariffs
- Worried about de-dollarization
- How will he deal with spending - added $8T to deficit in each of the last 2 administrations
- Thinks we can grow our way out
- Claims oil prices would go through the roof if Dems win again
- Claims he had to take care of Covid, but Biden spent on other items
- Impoundment authority
- Wants to have states spend on education
- Department of Interior
- Environmental Dept
- AI will need electricity at untold levels - need to enable that
- OK with Nuclear (China is going to build 150 plants at $2500/KW but in the US the cost is $10000/KW)
- Points to how we build massive plants that are hard to do - France and others apparently just build more plants if they need more power
- Ukraine war
- Claims it would never have happened if he was President
- Putin made money through the war due to high oil prices
- Also claims Israel attack and inflation would have never happened
- We are across the ocean
- Ukraine doesn’t have soldiers - apparently they need kids and old people - average age of soldier there is 43 now
- Biden rhetoric was too inflammatory
- Abraham accords
- Disappointed it wasn’t moved forward after he left
- Iran was broke - but now they have a lot of money - made in $250B in 3 years so are emboldened
- Roe v Wade (could be the biggest issue this election)
- Believes its up to the states
- Now the people are in charge
- Would not support a national ban
- China foreign policy
- Blames them for Covid
- Claims Xi has a conflict of interest (a “Manchurian candidate”?)
- Gain of function research with Fauci, et al
- Doesn’t claim to trust Fauci
- Claims credit for leaving WHO because we were paying $500M when China pays $39M
- Unhappy about Paris accords and our involvement
- Thinks we can reduce influence of deep state
- Border Wall and Immigration
- Built according to the Border Patrol’s specifications
- Mexico even provided troops for free
- Can’t believe the Dems have an open border
- Says he should have said “I should have not built the wall”
- Will give green cards to people who graduate from a college here
- Need them to create jobs here - also we need a talent pool
- Will end Day 1
- Will release JFK files
- Debate Predictions
- Respects his ability
- Doesn’t think Biden will do this podcast
- Debrief
- Fun to talk to
- JCal would have liked to discuss Jan 6
- Was more definitive about Ukraine
- Handled Roe v Wade well
- Friedberg would have liked to go more into federal spending
- Positive that he talked about de-dollarization
- Clearly he hasn’t been portrayed fairly in the media (probably Biden also has been portayed unfairly)
- Could have asked about Dalio’s cycle of empires
- China’s high speed rail costs 2% of CA’s high speed rail project
- One reason to leave the border open is to get cheaper labor
- Biden ran a middle of the road campaign but didn’t follow through
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