Billionaire Elon Musk has found a new home in Washington as a Senior Advisor to the President. And he’s been cracking down on what he calls “wasteful” government spending by DOGE - the Department of Government Efficiency. After years of well above average growth, what might a contraction in government spending mean for markets and the economy? Joining the show today to discuss her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. 

Recorded on February 20, 2025.

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