Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
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All-In Podcast

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

All-In Podcast•Jan 9, 2026

AI Summary

In this episode, Commerce Secretary Howard Lutnick outlines how strategic trade policies, revamped tech initiatives, and targeted reforms could propel U.S. GDP growth to 5‑6% by 2026. He discusses the legacy of Trump’s tariffs, the evolving US‑Japan trade relationship, stalled India negotiations, and efforts to lower pharma costs, while highlighting the revamped CHIPS Act and a major Nvidia partnership as catalysts for innovation. Lutnick also emphasizes combating fraud, modernizing immigration, and leveraging gold cards to boost economic efficiency. The hosts probe his insights, revealing a roadmap that blends aggressive trade deals with domestic policy reforms to achieve unprecedented growth.

Episode Description

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story

(2:24) Chamath intros Secretary Lutnick

(7:28) Full scope of the Commerce Department

(12:59) How Trump's tariff agenda was planned and executed, how it's going

(19:50) US-Japan trade deal, China's chaos-to-prowess strategy

(36:54) Why the India deal has not yet happened

(43:48) Pharma deals, lowering costs for Americans

(53:28) Focus on fraud, immigration, gold cards

(1:03:48) GDP: Could we see 5 or 6% growth in 2026?

(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal

Follow Secretary Lutnick:

https://x.com/howardlutnick

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Show Notes

All-In with Chamath, Jason, Sacks & Friedberg

Episode: Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Publication Date: January 9, 2026

Episode Summary & Timestamps

  • 0:00 – Commerce Secretary Howard Lutnick tells a hilarious Air Force One story

  • 2:24 – Chamath introduces Secretary Lutnick

  • 7:28 – Full scope of the Commerce Department

  • 12:59 – How Trump’s tariff agenda was planned and executed, and its current status

  • 19:50 – US‑Japan trade deal; China’s “chaos‑to‑prowess” strategy

  • 36:54 – Why the India deal has not yet happened

  • 43:48 – Pharma deals and lowering costs for Americans

  • 53:28 – Focus on fraud, immigration, gold cards

  • 1:03:48 – GDP: Could we see 5 % or 6 % growth in 2026?

  • 1:11:49 – How the Trump administration revamped the CHIPS Act and the Nvidia deal

Hosts: Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg

Follow Howard Lutnick: https://x.com/howardlutnick

Follow the hosts:

  • Chamath: https://x.com/chamath

  • Jason: https://x.com/Jason

  • David Sacks: https://x.com/DavidSacks

  • David Friedberg: https://x.com/friedberg

Follow the podcast:

  • X (Twitter): https://x.com/theallinpod

  • Instagram: https://www.instagram.com/theallinpod

  • TikTok: https://www.tiktok.com/@theallinpod

  • LinkedIn: https://www.linkedin.com/company/allinpod

Intro music credit: https://rb.gy/tppkzl (by @yung_spielburg)

Intro video credit: @TheZachEffect

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