On The Tape with Danny Moses cover image

On The Tape with Danny Moses

Trading March Madness with Fannie & Freddie Expert Isaac Boltansky

Feb 26, 2025
Isaac Boltansky, Director of Policy Research at BTIG, shares his insights on the evolving political landscape and its impact on financial markets. He discusses the looming government shutdown and its potential effects on Fannie Mae and Freddie Mac, emphasizing cautious optimism for their future. The conversation also dives into the regulatory challenges in the banking sector and the gambling industry, particularly regarding March Madness. Boltansky stresses the importance of federal oversight in maintaining financial stability amid these changes.
26:33

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The Trump administration's rapid policy shifts, marked by strong personnel changes, risk unchecked authority due to potential weaknesses in checks and balances.
  • Fannie Mae and Freddie Mac's possible exit from conservatorship could significantly influence mortgage rates and the overall housing market.

Deep dives

The Impact of Trump 2.0

The new administration, referred to as Trump 2.0, is characterized by a strong personnel shift that has allowed for rapid policy changes across various sectors. Unlike the previous administration, this administration has brought in individuals who are both capable and committed to effecting change, leading to a flurry of executive actions within a short timeframe. However, potential challenges remain, particularly concerning the lack of checks and balances, which could give rise to unchecked authority. The markets are viewed as a key form of oversight, as they provide real-time feedback on the administration's actions and policies.

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