Investment Uncut: Libby Cantrill – What do Trump’s first 100 days (take 2) tell us?

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What is achieved in the first 100 days of presidency are often seen as an indication of a President’s success or failure. Trump’s first 100 days (2.0) ended on 29 April, and he had certainly been busy. In this episode we review what’s happened so far, but mainly we focus on what might happen next. 

We were delighted to interview PIMCO’s Head of Public Policy, Libby Cantrill, for this episode. Libby helped us characterise Trump’s actions (maximalist and well organised), how far the dollar might weaken (incremental, but without a broad referendum on the dollar’s reserve currency status) and the impact of Trump’s policy changes on climate change. We also touched on the tax bill (when not if) and to what extent Trump cares about market reactions. 

Important! This interview took place on 1 May. Events between then and the episode release on 7 May do not feature. 

For our Views from the Boardroom section, Jacob interviews Richard Tomlinson, CIO of LPPI. Richard touches on decision making in volatile times, how to think about time horizons and his views on protection strategies. 

Any recommendations?

• As a self-proclaimed policy nerd, Libby recommends two trade-focussed podcasts: Trade Talks Podcast and The Trade Guys | CSIS Podcasts 
• For insights in “on the ground” views from average voters: The Focus Group Podcast - Podcast - Apple Podcasts