Interview: Macro/Geopolitical Regime Change Under Trump 2.0 on "For The Record" with Maggie Lake/The Market House.

I am pleased to rejoin Maggie in the debut episode of "For The Record" on her new "The Market House" Substack. We discuss the potential for Macro & Geopolitical Regime Change under Trump 2.0.

I am pleased to rejoin Maggie in the debut episode of "For The Record" on her new “The Market House” Substack. We discuss the potential for Macro & Geopolitical Regime Change under Trump 2.0.

Although a lot has happened since we recorded on 9/3/25, our big picture discussion involves longer-term Macro/Geopolitical ramifications of the Trump 2.0 Playbook.