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15 results for “corporate spending”
...federal spending this year because that to me is the biggest potential boogeyman out there. And there are ways that Trump can potentially do some of this unilaterally through rescission, challenging the Empowerment Control Act and and and, you know,
49:26 / 50:35
from transcript49:26 – 50:35
...spending. 30% falls into that discretionary category. The mandatory spending is composed of the interest on the debt, which is now well over a trillion dollars a year on its way to a trillion 5, almost 2,000,000,000,000 a year, Medicare, Medicaid, So
1:05:54 / 1:07:03
from transcript1:05:54 – 1:07:03
...And then the final kind of action that the White House might take, which we've heard about separately, is impoundment. That at the end of the fiscal year, they may come back and say all the money that we saved by not spending it, we can actually reco
27:44 / 28:47
from transcript27:44 – 28:47
...spending. It does actually result in a mandatory spending cut, but it's not getting credit for that because we're continuing the tax rates at the current year's rates. Do you believe, Sachs, that this administration, which you are part of, in four ye
55:26 / 56:33
from transcript55:26 – 56:33
...spending chart, and what we did here, Bill, we went back to 2019, and you can see the total spending by the federal government in 2019 was $4,400,000,000,000. And you can see the subcomponents. Social Security, we spent a trillion dollars. Medicare,
47:10 / 48:16
from transcript47:10 – 48:16
aggregate trends. It now as you say, it's 37% of the stock market. It's a significant percentage of total domestic CapEx investment. I mean, I I went and checked. Corporations invest total $2,000,000,000,000, of which roughly a trillion is on buildin
1:01:30 / 1:02:37
from transcript1:01:30 – 1:02:37
Do you think that trillion is a real number or a metaphor? Let's start with that. No company on the planet has spent a trillion dollars in CapEx ever. Do you think it's a budget estimate for the next five years, or do you think it's just some out of
1:00:38 / 1:01:48
from transcript1:00:38 – 1:01:48
...spending continue to grow as the economy grows. We're not even talking about cuts here. We're not even talking about shrinking the size of the government. We're just talking about limiting the rate of growth until the overall size of the economy can
39:46 / 40:52
from transcript39:46 – 40:52
...spending. And then the final kind of action that the White House might take, which we've heard about separately, is impoundment. That at the end of the fiscal year, they may come back and say all the money that we saved by not spending it, we can act
28:14 / 29:33
from transcript28:14 – 29:33
You've seen in President Trump's second term, you've had 615,000 new private sector jobs have been created while, again, like we talked about, over 300,000 government jobs have been cut which increases the productivity of the economy and it does what
53:59 / 55:01
from transcript53:59 – 55:01
So relative to the .com, CapEx is actually supported by cash flows, and CapEx as a percentage of revenue is considerably lower. So that's simple headline. We can zoom to the next slide, but, you know, I feel much better about this CapEx, you know, dy
30:00 / 31:00
from transcript30:00 – 31:00
...of spending. We are in a deregulatory unwind cycle from a massive regulatory surge during the last administration to a deregulatory wind back. That is very stimulative. All these things, it's it's just such a cocktail of stimulus that it's very, very
17:08 / 18:19
from transcript17:08 – 18:19
...spending of 6,750,000,000,000.00. The rest of it is interest on the debt, retirement security, defense, and health care support. And so we're really we're really in a pickle.
20:57 / 22:00
from transcript20:57 – 22:00
the manufacturing makeup of our economy as a share of GDP has remained, as of now, roughly the same, but that's a lagging indicator. The more interesting one is we're seeing massive CapEx investment, as you guys know, that has really picked up in a s
3:45 / 4:51
from transcript3:45 – 4:51
permanent for equipment, and then four or five year window for factories. So we are seeing already seeing a CapEx boom. So 2025 was a CapEx boom. I think that is going to accelerate with all the trade deals we've done. I was just but six weeks ago in
50:59 / 52:01
from transcript50:59 – 52:01
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