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.

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INSIGHT

Trump 2.0 Focus

Trump's second term focuses on enacting change with capable personnel.
This has led to rapid executive actions and policy changes, surprising observers.

INSIGHT

Checks and Balances

Trump faces fewer internal checks in his second term due to more agreeable staff.
Markets serve as the primary check on Trump, as he values them as a performance indicator.

INSIGHT

Government Shutdown

A potential government shutdown is likely, predicted to last 7-10 days around mid-March.
This timing avoids federal employees missing paychecks and coincides with spring break travel.

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Danny Moses hosts Isaac Boltansky, Director of Policy Research at BTIG, to discuss the latest developments in Washington, D.C., under the new Trump administration. Key topics include potential government shutdowns, implications for Fannie Mae and Freddie Mac, regulatory changes for banks, and the role of various federal agencies. They also delve into the effects of fiscal policies on mortgage rates, the economic landscape, and market responses to policy decisions. The discussion offers insights into sectors like banking, sin stocks, and the gambling industry, while emphasizing the importance of IRS and SEC enforcement in maintaining financial order.

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