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Trump administration

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Apr 23, 2018 by Michael Cembalest · across every show →

Everything said about Trump administration, oldest first

Apr 23, 2018 negative
Prediction Held up
Cembalest: Trump administration will post severe midterm losses despite strong economy
“I think this is the first administration that's going to post a double bogey At a time of strong stock markets and strong employment with respect to the losses they sustain in the midterm election.”
Michael Cembalest Apr 23, 2018 ▶ 39:11 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Jul 11, 2022
Disclosure
Discovery Lost Money in 2019 on Trump Administration Regulatory Reversals
“In 2019, we had two large positions that were required regulatory issues in the U.S. And the U.S. Government to make certain issues. And under the Trump administration, things changed dramatically and they were never consistent. So we had two ideas that I thin…”
Rob Citrone Jul 11, 2022 ▶ 46:13 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
Dec 16, 2024 positive
Disclosure
Peters: One River Advisor Kevin Hassett Driving Trump Economic Strategy
“Kevin Hassett, who's one of our advisors, is gonna be involved driving economic strategy.”
Eric Peters Dec 16, 2024 ▶ 42:27 Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
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