Mike Rode

National correspondent Josh Green, author of 'Devil's Bargain,' delves into Trump's struggles with plutocratic populism and the challenges of maintaining a diverse voter coalition. Mike Rode, an investment director at American Century Investments, shares insights on the benefits of small-cap stocks, especially in the context of reshoring and regional banks. They discuss the implications of Trump's administration on market dynamics and the potential for small-cap growth post-election, highlighting how political shifts impact investment strategies.

Mike Rode, Senior Investment Director at American Century Investments, previews a small-cap revival and what could drive it. He highlights accelerating earnings as the catalyst. He outlines four key tailwinds and names sectors that may benefit. He also discusses renewed IPO and M&A activity.

Rich Clarida, former Federal Reserve Vice Chairman, reveals insights on monetary policy and the Fed's future decisions. Keith Lerner highlights the enduring bull market with a focus on technology and cyclical sectors. Mike Rode discusses the economic influences shaping investment strategies. Jeff DeGraff offers technical analysis, pinpointing investment opportunities amidst current market trends, including the potential of AI-driven stocks. The conversation delves into inflation, interest rates, and how political shifts could impact fiscal policies.