Swamp Notes The future of corporate America under Trump
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Sep 19, 2025 Rana Foroohar, a global business columnist for the Financial Times, joins to discuss Donald Trump's recent push for US public companies to abandon quarterly reporting. She highlights the risks of this move, arguing it could diminish market transparency and strengthen CEO power over investors. The conversation delves into how this shift favors short-term corporate behavior and examines the implications for shareholder activism amid rising populism. Foroohar provides insights on the broader trends shaping corporate America under Trump's influence.
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Quarterly Reporting Underpins Market Transparency
- Quarterly reporting is a staple of public company life and a key source of information for investors.
- Sujeet Indap warns removing it could raise ambiguity and increase companies' cost of capital.
Reform Talk Masks A Power Play
- Rana Foroohar notes critics on the left also question quarterly capitalism's short-term pressure.
- She argues Trump's motive is power, not a thoughtful reform of reporting schedules.
Less Transparency When It's Most Needed
- The podcast flags rising politicization of data and institutions under the administration.
- Foroohar and Indap say reduced transparency comes when more openness is needed.