Frank Kelly, Founder of Fulcrum Macro Advisors and former White House writer, discusses the evolving landscape of American politics, likening Trump to Reagan. He argues that Trump’s influence is underestimated, predicting his 2024 victory as 'Trump 4.0'. The conversation dives into trade policy dynamics, immigration challenges, and the potential impact on the Federal Reserve. Kelly shares insights on geopolitics under Trump and offers career advice for young professionals, bringing a wealth of experience from his time in public service and the financial sector.

Frank Kelly, Mike Rogers, and David Rubenstein discuss the state of the race, regional concerns like abortion and immigration, predictions on House and Senate races, impact of elections on economy and investing, importance of knowledge and education for democracy, Baltimore Orioles investment, and rebuilding efforts after bridge collapse in Baltimore.

Frank Kelly, Mike Rogers, and David Rubenstein discuss the intersection of politics, global events, and investment strategies. Topics include the impact of elections on markets, national security considerations for investors, and the outlook for various sectors in light of geopolitical developments.