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A THOUGHTFUL & INSIGHTFUL PODCAST

James (JT) Taylor Hedgeye's Macro Policy Senior analyst joins Hedgeye's Daryl Jones in this 28th episode of Hedeye | In The Arena. 

Taylor has extensive experience in both government and business in Washington, DC, with a career spanning the legislative and executive branches as well as the financial services industry. Taylor and Jones dive in on a number of key topics that will impact the economy and financial industry in the near future. 

Click here to download the iTunes version of In the Arena

TOPICS INCLUDE:

  • Donald Trump Impeachment: It is a partisan exercise like with Bill Clinton but a much nastier climate
  • Industries most impacted by policy: Healthcare, Defense and Financial Services 
  • Presidential Election 2020
    • Major changes ahead
    • It will come down to Super Tuesday 
    • Don't discount Mike Bloomberg 
  • U.S. - China Trade Deal 

Below is a sneak peak at Taylor explaining why investors need to pay attention and understand what happens in Washington D.C.: 

"What just happened last night, we passed a one point $1.4 trillion spending bill. That's $1.4 trillion that's going to be injected into the economy between now and September of 2020. And certain industries are going to benefit over other industries. So that's the biggest overlooked element of this..."

ABOUT JT TAYLOR

James R. (JT) Taylor has extensive experience in both government and business in Washington, DC, with a career spanning the legislative and executive branches as well as the financial services industry. Prior to joining Potomac Research Group, he ran Pelorus Research, the US public markets division of the Holdingham Group based in the United Kingdom. He previously led a policy research team as Managing Director at DeMatteo Monness. From 2002-2009, he was Managing Partner of Kemp Partners, a Washington, D.C.-based strategic consulting, business development, and marketing firm which he founded with Secretary Jack Kemp in 2002. At Kemp Partners, he oversaw day-to-day operations and business development while managing client relationships in both the corporate arena and financial service industries.

JT’s Washington experience includes his positions as the President and CEO of the Washington-based think tank, Empower America, and as Vice President of Corporate Communications for the U.S. Chamber of Commerce, where he established the communications department and led the development of key Chamber initiatives and long-term communications strategies. He previously served in government as Chief of Staff to U.S. Representative Sue Myrick (R-NC), and senior aide to Secretary Jack Kemp during both the 1996 presidential campaign and during his tenure as Housing Secretary under President George H.W. Bush.