Episode description

Join us for an exclusive Hedgeye webcast on Tuesday, February 11, at 1:00pm ET, as we break down the whirlwind first month of President Trump’s new term. From major executive orders to massive policy shifts, key cabinet appointments, tariffs, and more, this discussion will provide critical insights into what has unfolded—and, more importantly, what’s likely ahead.

Hedgeye President Michael Blum will host this conversation featuring:

• Neil Howe, world-renowned historian and demographer, author of The Fourth Turning, and head of Hedgeye’s Demography research.
• JT Taylor, Hedgeye’s Washington Policy analyst and expert on the political landscape in D.C.

With the pace of change accelerating, investors and market watchers won’t want to miss this deep dive into the political and economic implications of Trump’s early decisions.

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