Here Comes Trump: Our Top Five Investing Themes

The Trump Presidency is shaping up to be a volatile one for financial markets, full of unexpected twists and turns. Just recently, stunned investors watched as less than 140 characters from the President-elect’s Twitter account erased billions of dollars in market value for stocks. Just ask Boeing or Lockheed Martin. Who’s next? Now more than ever, investors need to understand what this big Oval Office regime change means for policy going forward. After all, a lot can happen between Trump’s Tweets and when policy becomes law. So, we invited our deep bench of Washington policy analysts to shed some needed light on the subject in our special presentation, “Here Comes Trump: Our Top Five Investing Themes.” Each analyst sat down with Hedgeye CEO Keith McCullough to distill the key implications for their sector. We cover the investing waterfront—including the consequences of America’s fractured political landscape, big demographic headwinds, Obamacare’s future, the defense budget, net neutrality, the Iran nuclear deal and much more. Here are the sections broken down by each analyst (click the link next to the analyst's name to watch their respective segment). • Howe: 3 Reasons Why Trumponomics Is Not Reaganomics • Gardner: Winners & Losers—Trump’s Defense Budget Outlook • Glenchur: Trump Is A ‘Game Changer’ for AT&T, Facebook & Netflix • Evans: Repeal? Replace? How Obamacare Could Change Under Trump • McMonigle: Trump’s Energy Agenda: Keystone Pipeline, Clean Power, Iran Deal This is thoughtful, must-see TV for investors grappling with the likeliest outcomes, looming policy risks and related portfolio implications.

Comments

1. "Authoritarianism" is what we've had for 8 years; power will flow back to states.
2. I called it back when Neil confidently told us Hillary would win! You guys are smart investors but you do live among the bluest of the blue demographic. You couldn't help but be influenced by that environment.
3. Sounds like it's gonna be time to buy gold in the not so far future when all this magic evaporates from the stock market.
4. The host at 47:00 looks like Ted Cruz.