This podcast episode analyzes Donald Trump's first speech to Congress, 46 days into his presidency. The hosts and a White House editor discuss the speech's goals (justifying Trump's actions and portraying them as beneficial), its theatrical elements (announcements of honorary Secret Service agent and West Point admission), and its economic implications (focus on increased drilling, tariffs, and their potential impact on prices and the stock market). The discussion also touches upon the Democrats' disjointed response and the shift in conservative foreign policy, illustrated by Trump's interactions with Zelensky and the potential for a government shutdown. The episode concludes by highlighting the uncertainty surrounding Trump's economic policies and their long-term effects.