ARDA 2016 November slideshare

44
www.andrewbusch.com US Economy Stay Positive!

Transcript of ARDA 2016 November slideshare

Page 1: ARDA 2016 November slideshare

www.andrewbusch.com

US Economy

Stay Positive!

Page 2: ARDA 2016 November slideshare

www.andrewbusch.com

Problems and Solutions

US & Intl Economic Situation

2016 Outcome & Implications

Future Growth

Page 3: ARDA 2016 November slideshare

www.andrewbusch.com

Page 4: ARDA 2016 November slideshare

www.andrewbusch.com

Page 5: ARDA 2016 November slideshare

www.andrewbusch.com

Page 6: ARDA 2016 November slideshare

www.andrewbusch.com

51yrs old

Page 7: ARDA 2016 November slideshare

www.andrewbusch.com

Page 8: ARDA 2016 November slideshare

www.andrewbusch.com

2.9%

Page 9: ARDA 2016 November slideshare

www.andrewbusch.com

2.1%

Page 10: ARDA 2016 November slideshare

www.andrewbusch.com

4.9%

Page 11: ARDA 2016 November slideshare

www.andrewbusch.com

+161K

Page 12: ARDA 2016 November slideshare

www.andrewbusch.com

-1.5MM

Page 13: ARDA 2016 November slideshare

www.andrewbusch.com

<2.0%

Page 14: ARDA 2016 November slideshare

www.andrewbusch.com

$11T<0%Quiz Time!

Page 15: ARDA 2016 November slideshare

www.andrewbusch.com

Page 16: ARDA 2016 November slideshare

www.andrewbusch.com

Productivity=Growth

Page 17: ARDA 2016 November slideshare

www.andrewbusch.com

Fed solution summary

Page 18: ARDA 2016 November slideshare

www.andrewbusch.com

Policy solutions for growth

Free Trade=lower tariffs

Reg. Relief=reduced costs

Tax reform=capital formation w/incentives

Infrastructure=efficiency

Energy Production

Page 19: ARDA 2016 November slideshare

www.andrewbusch.com

His econ & tax planCut Corp Tax to 15%

Limit Pass Thru 15%

1x 10% Repat Tax

Ag TPP and NAFTAImpose tariffs on imported goods

Big Drop in InterestDeductibility

New $500B infrastructure

Full expensing!

Page 20: ARDA 2016 November slideshare

www.andrewbusch.com

Page 21: ARDA 2016 November slideshare

www.andrewbusch.com

Page 22: ARDA 2016 November slideshare

www.andrewbusch.com

100 day energy & reg plan

Save coal industry, Pass Keystone, Lift moratorium for energy on Fed. lands

Cancel Paris Climate Agreement

Rescind and Reform:Dodd-Frank

Obama executive actions, Climate Action Plan,

WOTUS, Obamacare,

Page 23: ARDA 2016 November slideshare

www.andrewbusch.com

Trump plans help/hurt

Help: big tech & big pharma

Hurt: debt heavy balance sheets

Help: industrials & manufacturers

Hurt: free trade

Help: energy production

Help: Transportation/Engineering

Help: financial sector

Page 24: ARDA 2016 November slideshare

www.andrewbusch.com

Trump 2017 Plans

biz tax cutsreduce regs

full expensingagainst free trade big hydro carbon

big infraenforce immigration

curtail CFPB

Page 25: ARDA 2016 November slideshare

www.andrewbusch.com

What is the hope?

Trump is a “businessman”

Page 26: ARDA 2016 November slideshare

www.andrewbusch.com

Page 27: ARDA 2016 November slideshare

www.andrewbusch.com

Page 28: ARDA 2016 November slideshare

www.andrewbusch.com

Page 29: ARDA 2016 November slideshare

www.andrewbusch.com

Polling before

Page 30: ARDA 2016 November slideshare

www.andrewbusch.com

Page 31: ARDA 2016 November slideshare

www.andrewbusch.com

1,200 Advice & Consent jobs

SCOTUSCabinet

SECCFTCCFPB

Page 32: ARDA 2016 November slideshare

www.andrewbusch.com

“First thing out of the gate is a budget that gets tax

reform, that gets this debt and deficit under control

and gets our military what they need. Then we've got to go work on regulations. I

want to work on poverty and welfare. I want to work on the rest of this agenda (Better Way), effectively.”

Page 33: ARDA 2016 November slideshare

www.andrewbusch.com

Page 34: ARDA 2016 November slideshare

www.andrewbusch.com

Policy solution summary

Page 35: ARDA 2016 November slideshare

www.andrewbusch.com

Future Growth Solutions

AI, Big Data, Analytics

Tech: disruptive vs. collaborative

Millenials: visual, social, digital

Page 36: ARDA 2016 November slideshare

www.andrewbusch.com

Big Data, Analytics, AI

Page 37: ARDA 2016 November slideshare

www.andrewbusch.com

Big Data, Analytics, AI

Page 38: ARDA 2016 November slideshare

www.andrewbusch.com

… tech startups don’t care about regulations.

They want to get a groupof clients and thenfigure it out later

Page 39: ARDA 2016 November slideshare

www.andrewbusch.com

Tech challenges

Collaborative: TUG, Redweek,Timeshare Marketplace

Disruptive: VRBO, airbnb, HomeAway

Page 40: ARDA 2016 November slideshare

www.andrewbusch.com

Page 41: ARDA 2016 November slideshare

www.andrewbusch.com

Page 42: ARDA 2016 November slideshare

www.andrewbusch.com

Page 43: ARDA 2016 November slideshare

www.andrewbusch.com

Big challenge, big opportunity

Digital natives, distrust of big, community focused

Giving HOPE

Page 44: ARDA 2016 November slideshare

www.andrewbusch.com

Final Thoughts…