

Trump’s Impossible Task
Nov 18, 2024
National correspondent Josh Green, author of 'Devil's Bargain,' delves into Trump's struggles with plutocratic populism and the challenges of maintaining a diverse voter coalition. Mike Rode, an investment director at American Century Investments, shares insights on the benefits of small-cap stocks, especially in the context of reshoring and regional banks. They discuss the implications of Trump's administration on market dynamics and the potential for small-cap growth post-election, highlighting how political shifts impact investment strategies.
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Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Trump's Treasury and Coalition Challenges
01:44 • 9min
Trump's Immigration and Health Policy Landscape
10:45 • 5min
The Vaccine Debate: Trust and Misinformation
15:26 • 9min
Implications of Trump's Influence and Market Insights
24:44 • 2min
Investing in Small Caps Post-Election
26:24 • 8min
Improvements in E&P Management and Insights on Success
34:33 • 2min
Market Dynamics and Political Influence
36:35 • 7min
Exploring the Value of Small-Cap Investments
43:35 • 2min