Frank Kelly, Founder of Fulcrum Macro Advisors and former White House writer, discusses the evolving landscape of American politics, likening Trump to Reagan. He argues that Trump’s influence is underestimated, predicting his 2024 victory as 'Trump 4.0'. The conversation dives into trade policy dynamics, immigration challenges, and the potential impact on the Federal Reserve. Kelly shares insights on geopolitics under Trump and offers career advice for young professionals, bringing a wealth of experience from his time in public service and the financial sector.
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Unplanned Career Path
Frank Kelly's career path was unplanned, starting with a classics degree.
A chance encounter led him to become a writer for President Reagan.
insights INSIGHT
Trump's Appeal
Trump's appeal lies in his tough stance and willingness to challenge Washington.
He addresses key issues like taxes, regulation, and immigration.
insights INSIGHT
Reasons for Trump's Win
Inflation and perceived government disconnect fueled Trump's win.
Public anger stemmed from misunderstandings about inflation and Biden's debate performance.
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This book is the first in a trilogy by Edmund Morris and details the life of Theodore Roosevelt from his birth in 1858 through to 1901. It includes his family history, his turbulent childhood illnesses, his education at Harvard, and his early involvement in politics. The biography explores Roosevelt's passion for learning, his various roles such as New York State Assemblyman, Civil Service Commissioner, New York City Police Commissioner, and Assistant Secretary of the Navy. It also covers his leadership of the Rough Riders in Cuba and his eventual rise to the Vice Presidency, setting the stage for his future as President of the United States.
Gates of fire
Steven Pressfield
Gates of Fire tells the story of the Battle of Thermopylae through the eyes of Xeones, a wounded Greek soldier who recounts his life and the events leading up to the battle. The novel explores Spartan culture, the rigorous training regimen known as the *agoge*, and the heroic stand of the Spartans against the overwhelming forces of the Persian Empire. The story is framed as a series of interviews between Xeones and members of the Persian court, detailing the battle and its aftermath, as well as the personal and philosophical aspects of Spartan warfare and culture[1][3][5].
Animal Farm
George Orwell
Published in 1945, 'Animal Farm' is a novella that allegorically represents the Russian Revolution and the subsequent rise of Stalinism. The story begins with Old Major, a boar, inspiring the animals of Manor Farm to rebel against their human oppressor, Mr. Jones. After the rebellion, the animals rename the farm 'Animal Farm' and establish a utopian society based on the principles of equality and solidarity, known as Animalism. However, as time passes, the pigs, led by Napoleon and Snowball, consolidate power and gradually corrupt the original ideals, leading to a dystopian regime that mirrors the oppressive human rule they initially rebelled against. The novel critiques totalitarianism and the corrupting nature of power, reflecting Orwell's experiences and views on the Soviet Union under Stalin's rule.
Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He served as a writer for President George H.W. Bush and then served at the Justice Department. From there, Frank went to the US Securities and Exchange Commission, being appointed Senior Policy Advisor. He then held senior Public Affairs roles at Merrill Lynch, Charles Schwab and Deutsche Bank. In this podcast we discuss Reagan vs Trump, why Trump won the 2024 election, it is Trump 4.0 not Trump 2.0, and much more.