Is Imperialism Good for Your Portfolio?
Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what it signals for markets, and how investors should navigate the shifting landscape. Then, they dig into why bank stocks surged last year and examine the effects of deregulation under the Trump administration. Robert explains why he thinks consolidation in banking could be potentially beneficial. Finally, they go over Robert’s predictions for the rest of the year.
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Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what it signals for markets, and how investors should navigate the shifting landscape. Then, they dig into why bank stocks surged last year and examine the effects of deregulation under the Trump administration. Robert explains why he thinks consolidation in banking could be potentially beneficial. Finally, they go over Robert’s predictions for the rest of the year.
Subscribe to the Prof G Markets newsletter
Order "Notes on Being a Man," out now
Note: We may earn revenue from some of the links we provide.
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgmarkets
Follow Scott on Instagram
Follow Ed on Instagram, X and Substack
Send us your questions or comments by emailing Markets@profgmedia.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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