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Bullish on U.S. as ‘Producer Nation’, But Concerned About Consumer & Government Debt

Bullish on U.S. as ‘Producer Nation’, But Concerned About Consumer & Government Debt

Schwab Network · Schwab Network

February 2, 20268m 23s

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Show Notes

Ed Siddell anticipated the market pullback – though not so soon. He thinks the Warsh nomination “pushed it along.” Ed remains bullish on the market and economy through 2026. “We still love gold, we still love silver,” and the dip presents an opportunity. On the economy: “we’re switching to a producer nation from a consumer nation,” which may have some pain points during the transition, but will ultimately benefit the country long-term. However, he's concerned about debt, both consumer and government.


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