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In this episode of Skeptic’s Guide to Investing, Steve Davenport and Clem Miller discuss what investors should be tracking as the Second Trump Administration gets underway.

Will increased energy output be addressed on Day 1? Will these policies support not just increased oil drilling but also natural gas exports and nuclear?

Will the Administration and Congress get so side-tracked by social issues and retribution against perceived enemies that it will be unable to form a bipartisan consensus to extend the 2017 tax cuts?

Will proposals by Elon Musk and his so-called DOGE to drastically slash government spending, including entitlements, be stymied by Trump’s own allies in Congress? Is DOGE just another distraction? When will Trump dump Musk?

Will there be any efforts made to build out the infrastructure needed to keep U.S. industries competitive with those of other countries?

Will Trump’s cabinet and agency nominees demonstrate the competence necessary to manage government functions effectively?

Steve and Clem also discuss and debate the weak long-term return projections of several prominent investment management firms. These projections are lower than would be implied by long-term U.S. nominal economic growth trends, but do they embed an expectation of recession? Do they reflect a substantial multiple contraction?

Finally, we discuss how we’re positions our portfolios for the opportunities and uncertainties posed by Trump 2.0.

Straight Talk for All - Nonsense for None


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