REPLAY: QUARTERLY POLICY THEMES CALL (held on 21 Sep)

Takeaway: Hedgeye's Washington DC-based policy team continued their regular discussion of major policy issues developing in Washington.

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On Thursday, Hedgeye's Washington DC-based policy team hosted our Quarterly Policy Themes Call, continuing their regular discussion of major policy issues developing in Washington. The group covered the future of health care reform, tax reform, and the FY18 Federal budget, all of which will all see significant milestones in the next three weeks. 

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Policy Analyst Emily Evans: Does Cassidy-Graham-Heller have legs and will we finally see some portions of the ACA repealed?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?
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