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Macro Hive Conversations With Bilal Hafeez
Ep. 245: Frank Kelly on Why Everyone Underestimates Trump
Dec 6, 2024
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.
54:21
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Quick takeaways
- Frank Kelly highlights the crucial divide in leadership styles between Trump and his predecessors, illustrating a shift toward populism in governance.
- The discussion underscores the importance of economic concerns, particularly inflation, as significant factors driving voter dissatisfaction and political engagement.
Deep dives
Frank Kelly's Career Journey
Frank Kelly shares details about his unconventional path from a struggling student to influential political and financial roles. His initial career aspirations involved law, but a serendipitous encounter led him to work as a writer for President Ronald Reagan, marking the start of his political journey. Following his tenure at the White House, he transitioned into finance, taking positions at the SEC, Merrill Lynch, and Deutsche Bank, where he gained valuable insights into how public policy intersects with financial markets. Ultimately, Kelly emphasizes the importance of seizing unexpected opportunities, which shaped his diverse career trajectory.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode