What Should the Role of Politics in the Average Investor's Portfolio?

There's no difference that's measurable between having a Democrat president versus a Republican president. Everything that goes on is speculation, and usually within about 100 days of a new administration being in, you get back to what we could call normal. Harvard just issued their US competitiveness study,. The key takeaway for me was the political dysfunction that we're seeing is causing a real rise in uncertainty. I think that uncertainty holds back growth.