| Bruce Mehlman is one of Washington’s sharpest political strategists. We dive deep into the recent government shutdown—why it happened, who won, and what it means for investors. Bruce also breaks down the Democratic sweep in November’s off-year elections, the AI bubble, and the economic tailwinds Wall Street is ignoring: massive foreign investment commitments, banking deregulation, and surprisingly strong corporate earnings. We also discuss the K-shaped economy that’s dividing America, why inflation remains the single most powerful political issue, and what deregulation really means for investors. Finally, Bruce pulls out his crystal ball for predictions on the 2026 midterms and who’s positioning for 2028 presidential runs on both sides. Read Bruce Mehlman’s free Substack here: https://brucemehlman.substack.com/ Sign up for Ed D’Agostino’s free newsletter here: https://tinyurl.com/4h72kvpj Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X (Twitter): https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 02:04 – Why the shutdown happened 05:46 – Who won the shutdown? 10:59 – K-shaped economy 16:33 – When will the AI bubble burst? 22:18 – Layoff culture 25:20 – 2028 election predictions |
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