Michael Casper is a senior US equity strategist at Bloomberg Intelligence. He joins Phil Rosen to discuss the winning stocks for President Trump's new tariffs, the sectors exposed to trade risk, why materials, metals and small-caps are rallying, and more.

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Timestamps:

0:00 - Intro

0:28 - Trump Supreme Court Tariff Reset - What Happens Next?

7:05 - Titans vs Tulips framework

11:14 - Inside the Titans basket

13:32 - Why defense names hold up

16:04 - Inside the Tulips basket

18:52 - Materials sector surge

23:20 - Small cap revival thesis

26:27 - Profitable vs unprofitable small caps

29:07 - Mag Seven bubble debate

32:26 - Software repricing and AI risk

35:17 - Where to find Michael’s work

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