The everything-boom in markets got a boost from the news of a second Donald Trump presidency this week. Former Bridgewater Associates Chief Investment Officer Rebecca Patterson, Columbia Business School professor Glenn Hubbard, Hoover Institution senior fellow Elizabeth Economy and “The Economist” editor-in-chief Zanny Minton Beddoes tell us what a new administration will mean for America’s domestic industries, its economy and its exceptionalism.
Chapters:
00:00:00 – Allocation in a new Trump administration
00:14:08 – Effect on domestic industries
00:23:53 – US relations with the rest of the world
00:35:50 – Capitalism: winner or loser?
00:47:26 – Lessons from LBJ & McNamara
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