Haymaker Webinar - Oct. 2025

This Haymaker webinar features an interview with Ron Williams, who discusses his newsletter "The Laffer Minute," connecting the Laffer curve to the Minsky moment in the context of tax policy and economic constraints. Williams explains his writing process, which begins with finding a title, ideally a pun, that frames his analysis. The conversation covers the economic situations in the UK, France, and the US, highlighting the limits of taxation and the migration of wealthy individuals from high-tax areas like California. They explore potential solutions like austerity and entitlement reforms, drawing parallels with cost-cutting measures in the sports industry, and analyze charts illustrating federal debt and foreign holdings of U.S. treasuries, emphasizing the implications of central banks re-evaluating their reserve assets. They delve into cycle theories, particularly the Fourth Turning, and discuss investment strategies in light of potential paradigm shifts, with a focus on precious metals and tangible assets, and also touch on the challenges of finding a safe and prosperous place to live in a changing world.