Potomac Perspective with Brian Gardner

Potomac Perspective with Brian Gardner

Stifel Chief Washington Policy Strategist Brian Gardner provides timely insight and analysis into how political, legislative, and regulatory developments are impacting business and capital markets. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. © 2022

Episodes

February 9, 2026 13 mins

Another partial government shutdown looms, a New Fed Head emerges, and pivotal midterm elections start to take shape. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro break things down in the latest episode of Potomac Perspective.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informat...

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The federal government is headed toward a second shutdown in four months, with no funding deal in sight. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine what’s behind the latest stalemate.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This mater...

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January 13, 2026 22 mins

The feud between President Trump and Fed Chairman Jerome Powell reaches a fever pitch. In the Season Five premier episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine what’s behind the growing war of words and what’s at stake for the markets.

Also discussed:

  • Could the President cap credit card rates?
  • How can housing be made more affordable?
  • Are we ...
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December 18, 2025 31 mins

2026 is shaping up as a pivotal year for policy, with potential actions on healthcare and housing plus we'll get a new head at the Fed. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro preview what to expect.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This ...

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December 3, 2025 24 mins

December is shaping up as a busy month in Washington, as Congress races to enact “must pass” legislation before year end. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine what’s at stake. Also discussed: President Trump closes in on a new Fed Chairman and all eyes on Tennessee, where a special election could signal implications for the 2026 midterms.


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November 20, 2025 16 mins

Now that the government has reopened, Congress will begin to address numerous policy matters that were shelved during the recent shutdown. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine how lawmakers are leaning into “affordability” issues. Also discussed: possible traction on deposit insurance reform and a mega antitrust win for META.


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November 6, 2025 20 mins

Democrats win big on election night, the Supreme Court tackles the Trump tariffs, and the latest government shutdown becomes the longest in American history. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have a recap in this edition of Potomac Perspective.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). ...

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October 6, 2025 15 mins

The latest government shutdown stretches into a second week, with no clear resolution in sight. In the new episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest on efforts to break the stalemate.  

Also discussed:

  • Banks get the urge to merge, as the Trump administration’s regulatory reforms kick in
  • Key state & local races take the sp...
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September 24, 2025 20 mins

It looks like there’s a deal to control the scroll. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss Tik Tok’s likely fate in the United States. 

Also covered:

  • New H-1B visa fees leave many in state of confusion
  • Crypto “market structure” bill faces new roadblock
  • Government shutdown looms
  • Former VP Harris recounts ...
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The Trump administration is building a case for a national housing emergency. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss what that could mean for the real estate market.

Also discussed:

  • The Bureau of Labor Statistics under fire again
  • Comings and goings at the Fed ahead of a crucial meeting on interest rates
  • Tough negotiations around a n...
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August 19, 2025 16 mins

Deals and ideals take center stage in Washington. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro dive into President Trump’s evolving approach to antitrust at home and peacemaking abroad.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is f...

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August 5, 2025 24 mins

Investors digest a whirlwind out of the White House, as President Trump faces a vacancy at the Federal Reserve and a legal challenge to his trade agenda. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss the latest developments.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for inf...

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President Trump turns up the pressure on Fed Chair Powell. Plus, crypto’s big week short circuits on Capitol Hill. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest in this episode of Potomac Perspective.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational...

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June 20, 2025 23 mins

The Fed’s under more fire from President Trump, the Senate unveils its own “big, beautiful bill” and tensions mount over possible U.S. involvement in the Israel-Iran conflict. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro wade through a pivotal week in politics and policy.


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Is President Trump’s “big, beautiful bill” losing momentum in Congress? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest on taxes, tariffs, and a possible tamp down of regulatory policy.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel&rd...

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May 6, 2025 20 mins

President Trump’s “big, beautiful bill” takes shape, as Congress prepares to consider proposed tax breaks and spending cuts. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss the latest from Capitol Hill, including a possible crack in the Senate’s bipartisan crypto coalition.


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April 16, 2025 23 mins

First tariffs, next taxes? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss what's shaping up to be the next great debate in Washington.


This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer ...

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April 3, 2025 29 mins

President Trump declares “Liberation Day” in America, imposing sweeping tariffs on the nation’s top trading partners. In a special edition of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner welcomes Summit Global Strategies President and former Congressional and Treasury Department staffer Christopher Smith to the podcast for a discussion on President Trump’s plan to restructure ...

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March 19, 2025 24 mins

President Trump has fired both Democratic Commissioners of the Federal Trade Commission as he attempts to exert more influence over independent federal agencies. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss the motives behind this move, and whether similar action could be taken at the Federal Reserve. 

 


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March 6, 2025 27 mins

President Trump faces Congress in his first major address since returning to the White House. In the latest edition of the Potomac Perspective podcast, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro review some of the economic and tax proposals highlighted in the President’s speech and handicap the chances these ideas will eventually become law.


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