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The Call @ Hedgeye | April 18, 2024

We will be hosting our Quarterly Policy Themes Call Thursday, September 21st at 2 pm. Led by our Macro Policy Analyst JT Taylor and Health Care Analyst Emily Evans, this presentation will be a conversation with our policy team as they provide insight on major policy issues developing in Washington.  In the telecom and media area, the FCC will be busy on several big issues, including searching for ways to accelerate wireless infrastructure deployment and spending with implications for carriers, tower companies and equipment vendors (T, VZ, S, TMUS, AMT, CCI, SBAC).

 Q4 2017 MACRO THEMES OVERVIEW:

  • Senior Macro Policy Analyst JT Taylor: With the 2017 clock winding down and bipartisanship in the air, what is the state of play for Republican budget and tax reform efforts?
  • Senior Health Policy Analyst Emily Evans: Does Cassidy-Graham-Heller have legs and will we finally see some portions of the ACA repealed? Is bipartisan cooperation possible? Are Congressional actions all just a big head fake and the radicalism of the FDA and CMS what drives the agenda?
  • Senior Telecom Analyst Paul Glenchur: What actions will regulators take to encourage more rapid and aggressive investment in next generation wireless infrastructure?
  • Senior Defense Analyst Emo Gardner: What is the state of play for the Pentagon budget?
  • Senior Energy Analyst Joe McMonigle: Will Trump withdraw from the Iran nuclear deal and what does it means for oil and OPEC?

Watch the live video HERE.

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