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
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...
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.
This material is prepared by the Washington Policy Strate...
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...
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.
This material is prepared by the Washin...
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 ...
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 ...
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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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.
This material is prepared by the Washingto...
More tough talk on trade, as President Trump suggests sector-specific tariffs could be on the table. In the latest edition of the Potomac Perspective podcast, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro look at what industries could be targeted. Also discussed: the outlook for M&A and tax policy.
This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus &...
Donald Trump is back in the White House with a bang. There's been a flurry of activity from the new administration, following President Trump's swearing in this week. In the premiere episode of Season Four of Potomac Perspective, we break down the high priority policy areas and their potential impacts on business and financial markets.
This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus ...
President-elect Trump fills more key cabinet positions as his team takes shape. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine how Trump's personnel picks reflect his planned push for a pro-growth, deregulatory agenda.
This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel...
Donald Trump reclaims the presidency in a comeback victory that also carries Congressional Republicans into power. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro recap the election results and examine how investors could ride the “red wave” as new policy priorities emerge.
This material is prepared by the Washington Policy Strategy Group of Stifel,...
After a summer of unexpected twists and turns, the race for the White House nears the finish line. In a special episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner gives co-host Neil Shapiro his final election call and examines potential sector winners and losers and policy priorities with business and market implications.
This material is prepared by the Washington Policy Strategy Group of ...
New polling shows Donald Trump and Kamala Harris running neck and neck in the final days of the presidential race, igniting talk of a “contested election” and potential chaos. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss whether financial markets are historically influenced more by political uncertainty or economic conditions.
This materi...
With Election Day less than a month away, the presidential race seems too close to call. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss what to watch in the campaign’s homestretch – and look at how political party realignment could help reshape the electoral college map.
This material is prepared by the Washington Policy Strategy Group of S...
A potential cap on credit card rates, no tax on tips, and more SALT in your diet? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro run through the latest menu of presidential proposals from the campaign trail. Plus, how Congress appears to have avoided a potential government shutdown – for now.
This material is prepared by the Washington Policy Strat...
Kamala Harris and Donald Trump square off in their first, and possibly only, debate of the 2024 presidential campaign. But did either candidate do enough to sway undecided voters? And what policy takeaways are there for investors, entrepreneurs, and big business? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro rate the debate!
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As Kamala Harris officially accepts the Democratic presidential nomination, many are wondering how she will govern if elected. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine what a potential Harris economic agenda might look like. Also discussed: the latest polling information and whether Donald Trump could soon pick up a high-profile endorsemen...
The final piece of the 2024 presidential campaign is in place, with Kamala Harris naming Minnesota Governor Tim Walz as her Vice-Presidential running mate. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss the Walz pick and how it may, or may not, change the trajectory of the race.
This material is prepared by the Washington Policy Strategy Gr...
After a series of unprecedented twists and turns, the presidential campaign is now in a reset. Vice President Kamala Harris is set to become the Democratic nominee and take on Donald Trump in the November election. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine the new state of the 2024 race.
This material is prepared by the Washington Poli...
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