Will the one big, ugly bill survive Senate scrutiny? Podcast By cover art

Will the one big, ugly bill survive Senate scrutiny?

Will the one big, ugly bill survive Senate scrutiny?

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 Markets are digesting the political theater surrounding the “One Big Ugly Bill” as bipartisan brinksmanship ramps up. Despite high-profile opposition—from Elon Musk to fiscal hawks in the Senate—our base case remains that the bill survives largely intact, with a reasonable probability of expanding further. Investors should fade the noise and focus on the fiscal impulse embedded in Paradigm C: growth-first policy that props up asset markets. We also tackle a client’s question on KISS versus buy-and-hold through the lens of risk management, taxes, and real-world market experience.
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