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Takeaway: Hedgeye's five policy analysts looked at this summer's hot DC issues in our first quarterly call.

REPLAY: QUARTERLY DC POLICY THEMES CALL - Defense spending NEW

Defense Subscriber: CLICK HERE for video and audio replays.

https://app.hedgeye.com/feed_items/60505-event-quarterly-policy-themes

Hedgeye's Washington team gave their insights into the DC topics that matter to our investor clients. We are less than 74 days from the end of the government fiscal year with impactful critical decisions imminent in each of our five DC verticals. 

 Q3 2017 POLICY THEMES OVERVIEW:
  • Senior Macro Policy Analyst JT Taylor: Will the Republicans' struggle to pass health care reform and a budget endanger tax reform?
  • Senior Health Policy Analyst Emily Evans: What is the future of the ACA? What are the near, intermediate and long term outlooks?
  • Senior Defense Analyst Emo Gardner: Will this be the breakout year for Defense spending that the market expects?
  • Senior Energy Analyst Joe McMonigle: Will Trump withdraw from the Iran nuclear deal and what does it mean for oil and OPEC?
  • Senior Telecom Analyst Paul Glenchur: What are the competition policy implications of cable entry into the wireless services market?