Hedgeye Podcasts

Trump’s First 30 Days – What’s Happened & What’s Next (with Neil Howe and JT Taylor)

Feb 11, 2025
Join Neil Howe, a noted historian and author of "The Fourth Turning," and JT Taylor, a Washington policy expert, as they dissect the major developments in Trump's first month in office. They navigate the polarized political landscape, touching on the internal dynamics within the Republican Party and the complex relationship with China. The discussion highlights the executive powers at play, budget challenges, and the implications of recent policy shifts, offering keen insights for investors and political observers alike.
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INSIGHT

Winners and Losers in the First Month

  • Democrats are in disarray and leaderless after the first month of Trump's presidency.
  • Republicans are currently unified and systematically implementing their agenda.
INSIGHT

Polarized Public Opinion

  • Public opinion is highly polarized on Trump, with strong approval and disapproval.
  • Older, educated, and white demographics show the most polarization.
INSIGHT

Republican Unity and Trump

  • GOP voters don't demand complete congressional loyalty to Trump, potentially creating conflict.
  • Trump is working to maintain Republican unity through personal outreach.
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