Gautam Mukunda

Gautam Mukunda, an Executive Fellow at Yale School of Management, joins the conversation to discuss Harvard University's lawsuit against the Trump administration over international student enrollment. He highlights how these policies could jeopardize American universities and the tech sector's competitiveness. The discussion also touches on Trump's tariffs targeting the EU and Apple, raising critical questions about trade relations and the future of manufacturing in the U.S. Mukunda provides a thought-provoking analysis of education and its ties to democracy.

Guests Nathan Dean, a senior policy analyst, and Ed Mills, a managing director at Raymond James, dive into the potential changes in financial regulations under a Trump presidency. Wendy Schiller, a political expert from Brown University, discusses the ramifications for the Democratic Party. Gautam Mukunda from Yale analyzes the economic impacts, while Monica Guerra, head of US policy at Morgan Stanley, highlights market reactions to the election results. The conversation explores trade, energy policies, and the shifting political landscape.

Doug Irwin, a Dartmouth Professor specializing in global trade, shares insights on the complexities of U.S. trade policies and the shift of tariff powers to the executive branch. Gautam Mukunda from Yale analyzes the political ramifications of the trade war, questioning if there’s any bipartisan will to resolve it. They delve into the economic impact of tariffs on North American supply chains, the troubling dynamics within both political parties, and how leadership decisions are shaping the ongoing conflict and investor sentiment.

Monica DiCenso from JPMorgan discusses bullish equities, while Gautam Mukunda talks about the Harris-Trump race and his book. Topics include evolving industry sectors, market valuations, fixed income strategies, media consumption changes, party transitions in politics, Tesla earnings, AI robotics, Mets optimism, protein trends, and more.

In this insightful discussion, Susan Collins, President of the Boston Fed, dives into the nuances of monetary policy and the current economic landscape, focusing on inflation and interest rates. Jurrien Timmer from Fidelity offers a captivating analysis of market trends while revealing key data points regarding the ongoing equity rally. Meanwhile, Yale's Gautam Mukunda shares intriguing perspectives on President-elect Trump's cabinet choices and their prospective influence on the balance of power in Washington. It's a blend of economics and politics that keeps listeners engaged!