Donald Trump

9 statements across 7 episodes · 0 bullish · 3 bearish · 6 people on the record · first statement Apr 23, 2018 by Michael Cembalest · said 154 times in 53 episodes since 2017 · across every show →

Mentions by year

brought up most by Marko Papic (23), Anthony Scaramucci (21), James Aitken (14), Ted Seides (10), Josh Wolfe (8), Michael Cembalest (6), Steve Kuhn (5), Gregory Zuckerman (5)

tap a year for its mentions
0025550102017201820192020202120222023202420252026episodesmentions
05102017201820192020202120222023202420252026episodes it came up in
00458102017201820192020202120222023202420252026episodesmentions per episode
2026 4 mentions in 2 episodes 2 per episode
2025 36 mentions in 5 episodes 7 per episode
2024 10 mentions in 4 episodes 3 per episode
2023 9 mentions in 5 episodes 2 per episode
2022 10 mentions in 7 episodes 1 per episode
2021 7 mentions in 6 episodes 1 per episode
2020 15 mentions in 4 episodes 4 per episode
2019 12 mentions in 5 episodes 2 per episode
2018 43 mentions in 10 episodes 4 per episode
2017 8 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Donald Trump, oldest first

Apr 23, 2018 neutral
Assertion Supported
Cembalest: Trump tariffs are largest in 50 years from 100-year low base
“It's the biggest tariff increase in 50 years, but from the lowest tariff level in a hundred years.”
Michael Cembalest Apr 23, 2018 ▶ 42:16 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Jul 9, 2018 neutral
Assertion Contradicted
Scaramucci: Jason Miller, not me, is the shortest-serving communications director
“And so now, I'm known as the former communications director for Trump, shortest serving communications director, but I'm actually not, because Jason Miller is the shortest serving communications director. He served for one day.”
Anthony Scaramucci Jul 9, 2018 ▶ 6:45 Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
Oct 26, 2020 neutral
Prediction Held up
Papic: Trump and Biden will both maintain elevated fiscal spending
“I think both of them are likely to pursue very similar policies that keep fiscal thrust, the G in the GDP equation, at a much elevated level than the last cycle for sure.”
Marko Papic Oct 26, 2020 ▶ 20:56 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
May 5, 2022
Insight
Drobny: Post-2016, fiscal policy and geopolitics matter more than monetary policy
“In the zero rates world, I thought we were shifting to a place where really it's fiscal and geopolitics that matter, especially after 2016 when you had Brexit and Trump. I think the world really changed and Marco came on board and has just crushed it for our c…”
Steve Drobny May 5, 2022 ▶ 16:29 Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
Oct 24, 2022
Assertion Supported
Ballis: Kirkland alumni have held senior roles in every presidential administration since Bush 41
“We've had people in significant roles, at least in every administration I know just off my head, since Bush, 41, through Clinton, Bush, 43, Obama, And Trump. And now Biden. We've had people in very senior roles throughout all of them.”
Jon Ballis Oct 24, 2022 ▶ 46:39 Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
Jan 13, 2025 negative
Opinion
Miller: Kamala Harris's presidential campaign failed due to lacking a clear offer
“Kamala Harris did three things wrong that I can think of from a messaging perspective. She didn't have a clear offer. Her offer was basically, I'm not Donald Trump.”
Donald Miller Jan 13, 2025 ▶ 21:57 Donald Miller - Building a Story Brand (EP.426)
Jan 13, 2025 neutral
Insight
Miller: Trump defeated Bush because actionable taglines beat self-centric messaging
“What he did, though, was he is somebody who was very prepared to be president, but not prepared to get elected. And those are two different skill sets. So he got beat by a guy whose immigration policy was build a wall. So the tagline actually won the day.”
Donald Miller Jan 13, 2025 ▶ 13:19 Donald Miller - Building a Story Brand (EP.426)
Apr 14, 2025 bearish
Prediction Not checkable as stated
Papic: Trump will reach China deal, but US assets won't outperform
“I think if he gets a deal with China, which I think he will, I don't think that's good for US assets relative to the rest of the world.”
Marko Papic Apr 14, 2025 ▶ 52:13 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Apr 14, 2025 bearish
What-if
Papic: US assets would have peaked under Harris over four years instead
“I would argue that if Vice President Harris had won the election, we would be in the same boat in terms of the peak in U.S. Assets. We just wouldn't have as extraordinary of a sell-off. So what would have happened under Trump in 12 months would have probably h…”
Marko Papic Apr 14, 2025 ▶ 9:00 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
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