Wall Street’s Trump 2.0 Trade

Bill Cohan joins Peter to examine how Wall Street is pricing the second Trump era—the tariffs, the tax cuts, and all the corporate bullying. Bill runs down the list of familiar faces jockeying for Cabinet positions (Gary, Schwarzman, Paulson...), plus some surprising names that are suddenly in contention. Then they discuss how investors are playing the market rally, and whether crypto will get a Trump bump.