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Clem Miller and Steve Davenport discuss President-Elect Trump’s transactional approach to resolving thorny international conflicts, such as with the Russia-Ukraine conflict, in the Middle East conflict, or with China-Taiwan.

Will Trump abandon or downgrade long-standing relationships with NATO or other allies as he makes foreign policy deals?

Is Trump likely to be successful in bringing regional adversaries like Russia and Ukraine, or Israel and Iran, to the negotiating table? If there are agreements reached, what is the likelihood they will stick?

Should we look at proposed U.S. tariffs on Chinese products as an economic issue or as more of a tool for gaining foreign policy leverage on the Taiwan issue? Will China ever promise to refrain from attacking Taiwan?

Will the U.S. be drawn into conflict with Russia or North Korea through increased Ukrainian attacks on Russian territory or North Korean troops?

We discuss these and more foreign policy issues as Inauguration Day approaches. What are our takeaways for investment portfolios?

Straight Talk for All - Nonsense for None


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Steve Davenport and Clem Miller discuss President-Elect Trump’s domestic agenda: deportations, tariffs, taxes, and energy. Will Trump have a durable Congressional majority to enact his policies? What can he do by Executive Order? Will he squander too much political capital on distractions or retribution? Even if his policies are enacted, what would be their true economic impact? Won’t deportations of employed immigrants, and broad-based tariffs lead to recession and higher inflation? What are our investment takeaways?

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com

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Surprised by the recent election results? You're not alone. Despite widespread economic discontent, Trump's resounding victory over Kamala Harris left many, including us, scratching our heads. Join Clem Miller and me, Steve Davenport, as we unpack the implications of this political shift and explore how the economy, especially inflation, played a pivotal role in shaping voter sentiment. We dive into the cyclical nature of political power and discuss the public's lofty expectations for falling prices, posing significant challenges for Trump's administration. We'll also look into how key figures like Elon Musk could influence the effectiveness of Trump's governance and what this means for investors navigating these turbulent market reactions.

With political turbulence on the horizon, we analyze potential resistance efforts and the role of checks and balances in maintaining a stable government. Surprising voter demographics, particularly among white men and women, point to a complex tapestry of issues ranging from economics to trust in government, and we explore how Democratic states might push back against federal policies. Our conversation is more than just analysis; it's about preparing you for the future. We conclude with our commitment to enhancing audience engagement, inviting you to suggest interviewees and topics that could sharpen your investment strategies. Your insights are valuable, and we can't wait to hear from you!

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com