저자: JamieDimon · 외국인
요약 보기
Dimon는 미국 경제가 놀랍도록 회복탄력적이며 상태가 양호하다고 평가하고, 올해 초 재정·규제완화 등 상당한 부양책이 예상된다고 말함. 혁신(실리콘밸리 기술력)에 대해 낙관적이며 성장 친화적 정책이 중요하다고 주장. 다만 K자형 경제로 저소득층의 저축·고용·소득 정체를 우려하고, EITC 확대 등 직접 지원을 제안. 정치적으로는 의회 지출 낭비와 로비 구조를 비판하고, NATO·유럽 강화를 지지하며 관세에는 대체로 비판적 입장을 보임. 특정 종목·자산 가격 방향에 대한 예측은 없음.
다듬은 글
you know, we've we've messed up so many policies, which I write about. We it's time to fix them. And I think the economist can help do that because you guys are really smart people. And so, and and and we constantly have this economic policy that we don't think it through. We've driven half the companies out of the public markets.
What are we doing? Why did that happen? You know, and then we just can't deal with reality anymore as a as a people because we, you know, we want a simple answer to everything. And so when you tot up all the things we've been talking about, the president's policies both geopolitically and economically and the tech change that that we're living through, do you think the US economy is on balance in better shape or worse shape?
You know, it's been hugely resilient. It's in pretty good shape. You're going to have a lot of stimulus early this year. So you're going to and multiple forms from the one big beautiful bill to what they're doing with student lending to you know some of the mortgage purchasing they're doing deregulation of banks which is real deregulation which feeds animal spirits that it's our economy is so large and so integrated so complex and it's hard to always tell but the innovation is unbelievable.
you take a trip to Silicon Valley and look at these companies, you know, it blows you away the, you know, the brain power going to fixing things and curing cancer and fixing machines and so I think it's it's great. So you talk about economic policy, you know, I think what government should be focused more on is policy conducive to growth.
And then of course you have policies that help the, you know, the old, the sick, the aged, etc. And we don't even do good in that in a lot of cases. So I think we could do a better job making the economy work for everybody. And it is a little bit of this K economy now. We you know we do see that where you know the upper income are doing far better.
They got houses and stock stocks and the lower side they're they're back to normal which is they don't have enough of a rainy day fund. You know jobs getting a little harder to get. Incomes have stopped growing a little bit and we're quite conscious of that and I think there are things we can do like for example I and we've done analysis I would double the ear income tax credit.
I would give people working more money as a negative tax. So, you're making $14,000. You get a check from the government of 122,000. I get rid of the uh the child requirement. Then you're giving it to the people who actually use it to further their lives, spend in their communities, take care of their kids, as opposed to government dictating, you know, how you spend money on every little thing you do.
And so, I think there are real fixes that make society work better for everybody. And would you raise taxes to pay for that? I don't think you have to. I think it would drive a lot of growth. I think I I did the numbers at one point be $60 billion of of spending. I think it would probably create more than that of growth and taxes.
Uh you know, and if you have to raise taxes a little bit, that's fine. But again, I don't want to have the binary argument. I don't I don't know anyone, okay? And you guys in the room, you might be Democrats, Republicans, who thinks the spending that that sending another trillion dollars to Washington DC will actually improve anything.
So when you say raise taxes, I if you said raise taxes and directly give it to the people who need it, I do it, you know. So that doesn't happen. It goes to all these interest groups, you know, and they give it to their friends and all that and which is why which is why the people are considered a swamp.
It's kind of a swamp. You know, there's 17,000 lobbying groups and bank companies are guilty, too. They're just fighting for their one self-interest as opposed to what's good for my country. [snorts] But, you know, that's what happens in Congress. you know, uh, and you see these how these bills gets spent like the chips act was a good idea until, you know, it was it was had to be unions, placebased, child care, diapers, you know, what the hell are we doing?
And then and we do it over and over and then we then it fails and then we spend more money because we the problem is we didn't spend enough money. So like so you're a man with with many strong opinions. We've heard that in the last few minutes. Man, not afraid to tell us about those opinions. But I was struck when we were when we were talking about President Trump.
You were very very careful and you are one of the more outspoken. Just let me finish. Just let me finish. Well, you are one of the more outspoken business leaders. I am struck I'm genuinely struck by the unwillingness of CEOs in America to say anything critical. There is a climate of fear in your country.
Would you agree with that? And what should be done about it? This is the Davos Davos intellectual elite. You know, I've been coming to Davos all these years and listen to chatter and stuff like that. He didn't do a particularly good job making the world a better place. I think it's great we get together and talk and and uh
but but the the what you want me to do this is I wanted to answer my question. I want headline that gets rough. Jamie, that's not true. I'm I'm genu I've asked you this question. I've made it clear. I want a stronger NATO, a stronger Europe. Some of the things Trump has done are causing that. Some are not.
I'm not a tariff guy, though I'd use it in the cases I had. I think they should change her post immigration. I've said it. What the hell else do you want me to say? Is there a climate affair? That I think that is completely clear, you know. Hey, ready? You can. Here's your headline. I'm a globalist.
I'm not looking for a headline. I'm trying to have a conversation. I'm not looking for a headline, but I enjoyed that. We're running out of time. Thank you very much. Thank you very much. Appreciate it. Heat. Heat. Heat. Heat.
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