Willy was joined by Isaac Boltansky, Director of Policy Research at BTIG, on the Walker Webcast. Isaac is responsible for coordinating his firm’s Washington policy analysis and forecasting how potential policy shifts could impact investors, corporations, and other market participants. So, what is he predicting?

He and Willy covered a range of topics shaping the political and economic landscape, including the privatization of Fannie Mae and Freddie Mac, border security and immigration enforcement, regulatory consumer finance, the U.S.’ investment in defense, energy policy, tariff proposals, geopolitical relations, his outlook on Fed cuts, new administration Cabinet picks, and so much more.

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