The David Lin Report · Friday, August 14, 2026
Thorne argues that the economy is transitioning from secular stagnation to real economic growth, driven by supply-side policies. He criticizes Wall Street for framing this new era with an outdated, demand-focused playbook.
“So, you know, it's earnings, this phase is going to be about real economic growth.”
“We need to run the economy hot to deal with the debt.”
“So the risk I have is that this thing is front and loaded. And we really fly really far too fast into 28 with the earnings growth.”