Brooke Masters, U.S. financial editor for the Financial Times, and Stephen Morris, San Francisco Bureau Chief for the same publication, dive into the potential winners and losers in corporate America under a second Trump administration. They explore how Wall Street might adapt with new regulations impacting private equity and traditional banks. The discussion includes Silicon Valley's rising political clout, particularly Elon Musk's influence. Varying energy policy shifts between Biden and Trump are analyzed, predicting significant investment dynamics for oil, gas, and renewables.
