Dan Clifton

Dan Clifton, Head of Policy Research at Strategas, joins to discuss the fallout from Trump's surprise tariff announcement. He provides a detailed analysis of market reactions, potential retaliation from global partners, and implications for U.S. foreign policy. The conversation dives into how tariffs could reshape the economy, the unique leverage the U.S. holds in trade negotiations, and the complexities surrounding fiscal policies in Congress. Clifton's insights illuminate the intertwining of political maneuvers and economic strategies, making for a captivating discussion.

Dan Clifton, a strategist at Strategas, argues that Elon Musk is the ultimate bond vigilante and discusses the potential market disruptions ahead. Steve Leisman, a CNBC economics reporter, sheds light on the Federal Reserve's recent actions and their ramifications. The conversation also dives into the challenges in Washington, as Congress scrambles to prevent a shutdown. Additionally, Bloom Energy's CEO shares insights on their innovative fuel cell technology, highlighting its role in powering data centers efficiently.

Dan Clifton, a partner and head of policy research at Strategas Securities, delves into the potential market shifts following Trump's return to the White House. He provides insights on which sectors might thrive under Republican policies, touching on immigration, deregulation, and energy. Clifton discusses the implications of a clearer political landscape, market dynamics, and strategic investing in this new era. He also answers stock-specific questions, helping investors navigate the changing economic policies and their impacts on various industries.