David Osman of the IRF is joined by James Lucier, the Co-Founder and Managing Director of Capital Alpha Partners.

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In this podcast, James Lucier discusses the quality of the appointments that president-elect Donald Trump is making for his next administration that begins on 20th January 2025. James then assesses the outlook for fiscal, monetary, trade and regulatory policies in the next two years, ahead of the mid-term congressional elections in November 2026. He also discusses what these policies might mean for US economy and the dollar. James concludes with an assessment of the geopolitical outlook for US foreign policy in a dangerous world.

Capital Alpha Partners is a leading provider of American strategic policy research and political forecasting, which was founded in 2007 and is based in Washington D.C.

They track US political developments that impact on the economy, global equities, credits and broader portfolios. Their team of very experienced analysts offers situational awareness of Washington – its legislative activity, regulatory processes, judicial crosshairs and political climate – on a macro, sector and subsector basis. They cover a broad spectrum of all the key sectors from Consumers and Energy, to Financials, Health Care, Industrials, Telecoms, Media and Technology.