ag ppt 2016 august
TRANSCRIPT
![Page 1: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/1.jpg)
US Economy
Can we keep it going?
![Page 2: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/2.jpg)
Problems and Solutions
US & Intl Economic Situation
2016 Presidential Race
Future Growth
![Page 3: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/3.jpg)
The problem: slow growth
![Page 4: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/4.jpg)
![Page 5: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/5.jpg)
![Page 6: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/6.jpg)
US Dollar +25%
![Page 7: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/7.jpg)
3yr Oil and Nat Gas
![Page 8: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/8.jpg)
![Page 9: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/9.jpg)
![Page 10: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/10.jpg)
Rate Dilemma
“There are limits to what monetary policy can and, indeed, should, do. The burden
must also fall on fiscal and other policies to do their part to help create conditions
conducive to economic stability.”
SF Fed President John Williams
![Page 11: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/11.jpg)
The 10yr Debt Time Bomb
![Page 12: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/12.jpg)
Productivity=Growth
![Page 13: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/13.jpg)
Big Problem: 5yr low
![Page 14: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/14.jpg)
Solutions
Free Trade=lower tariffs
Reg. Relief=reduced costs
Tax reform=capital formation w/incentives
Infrastructure=efficiency
Energy Production
![Page 15: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/15.jpg)
Trump 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 16: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/16.jpg)
100 Day Energy Plan
Save coal industry
Pass Keystone
Rescind Obama executive actions: Climate Action Plan
and the Waters of the U.S. rule
Lift moratorium on energy on federal lands
Cancel Paris Climate Agreement
![Page 17: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/17.jpg)
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
![Page 18: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/18.jpg)
CLINTON PLAN
Fair share tax
New Tax Credits forProfit Sharing andApprenticeships
No Free Trade
Exit Tax
$275B Infrastructure plan
![Page 19: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/19.jpg)
Big Change to Cap Gains
![Page 20: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/20.jpg)
Energy Plan
500mln solar panels by 2021
Implement Clean Power Plan
$60B Clean energy challenge
Implement Paris agreements
![Page 21: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/21.jpg)
Clinton plans help/hurt
Hurt: MNCs competitiveness
Hurt: raises taxes on top earners/capital formation
Help: transportation/enginering
Help: energy/alternatives
Hurt: energy/hydrocarbon production
![Page 22: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/22.jpg)
2016 RecapClinton:
biz tax hikes build on regscap gains taxno free trade
big alternativesbig infra
create pathway
Trump: biz tax cutsreduce regs
full expensingno free trade
big hydro carbon big infra
build a wall
![Page 23: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/23.jpg)
Trump Poll Drop
![Page 24: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/24.jpg)
Down Ballot: Senate
![Page 25: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/25.jpg)
Major Ag. Issues
Climate change
Global Trade
Immigration
Food regulations
Energy Security
![Page 26: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/26.jpg)
Solution summary
![Page 27: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/27.jpg)
Future Growth Solutions
Agtech
Driverless equipment
Alt Energy
![Page 28: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/28.jpg)
“…we have seen how the great acceleration is being driven forward by a powerful alliance between hardware and
software – between technology and ideology. Day by day, year by year, this
process is reaching further into our lives, as the billionaires and would-be billionaires
of Silicon Valley widen their ambitions. Space travel, education, energy,
agriculture, transportation – all these sectors and more are in their sights. In
their quest to disrupt the world, they and their cousins around the world are aided
and abetted by the availability of raw computing power on a scale unimaginable
a few decades ago.Robert Colvile in “The Great Acceleration: How the World is
Getting Faster, Faster”
AGCO, Autonomous Solutions (ASI),
Autonomous Tractor Corporation, CLAAS, CNH
Industrial, GEA Group, Harvest Automation, John
Deere, Shibuya Seiki, Trimble Navigation,
Yamaha Motor Company, Yaskawa Electric
Corporation
![Page 29: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/29.jpg)
Big Data, Analytics, AI
![Page 30: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/30.jpg)
![Page 31: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/31.jpg)
Driverless Taxis and Trucks
![Page 32: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/32.jpg)
Economic Hero or Goat?
![Page 33: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/33.jpg)
eCars Tiny, But Growing
![Page 34: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/34.jpg)
Stored Sunlight
![Page 35: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/35.jpg)
Storage is the Holy Grail
Source: GTM Research Energy Storage Monitor 2014
![Page 36: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/36.jpg)
Your Future Hero?
“Robots may become evenmore personally prized than cars.”
Gill PrattCEO Toyota Research Institute
![Page 37: Ag ppt 2016 august](https://reader036.vdocuments.us/reader036/viewer/2022070515/587736361a28ab342e8b49a7/html5/thumbnails/37.jpg)
Final Thoughts…