If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter make their best guesses about a very confusing and unfamiliar future. Also, we short incumbents and tweed and go long the American project. 

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You can email Robert Armstrong at [email protected] and Katie Martin at [email protected]. 

Read a transcript of this episode on FT.com

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