Willy was joined by Isaac Boltansky, Director of Policy Research at BTIG, on the Walker Webcast. Isaac is responsible for coordinating his firm’s Washington policy analysis and forecasting how potential policy shifts could impact investors, corporations, and other market participants. So, what is he predicting?
He and Willy covered a range of topics shaping the political and economic landscape, including the privatization of Fannie Mae and Freddie Mac, border security and immigration enforcement, regulatory consumer finance, the U.S.’ investment in defense, energy policy, tariff proposals, geopolitical relations, his outlook on Fed cuts, new administration Cabinet picks, and so much more.
Key Points In The Webcast:
00:00 Introduction
01:15 Willy introduces Isaac Boltansky
02:24 Was Trump’s victory a surprise?
03:24 What the election spending says about our democracy
04:35 How the election placed pressure on current issues
06:52 Possible deals to be made post-election
09:28 The impact of a Trump administration on the FTC
10:34 Capping credit card interest charges
12:34 The privatization of Fannie and Freddie
15:25 Illegal immigration and the outsourcing of the prison system
18:18 Why has the Bitcoin narrative changed?
21:51 Will consumer finance laws be overturned or implemented?
23:30 The overall spending on national defense
26:11 Pushing for more drilling: Its impact on climate change
30:01 Global trade and the increase in tariffs
33:41 Are we putting too much pressure on China?
36:24 Fed cuts and Jerome Powell finishing his term
38:35 The economic impact of the United States on the world
40:27 The ideal candidate for Treasury Secretary
43:15 Will tax policy be changed with legislation?
46:51 GSE privatization: How will it work?
50:31 Fannie and Freddie warrant expiration and the capital gap
56:22 Private capital investing in Fannie and Freddie
58:01 Multifamily as a high-return business
01:01:01 The effect of the Basel III pause
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