Episode notes
E.J. Antoni returns to break down the midterm blue wave and why he says Republicans lost because of the Iran war. Marty and E.J. cover energy prices bleeding into inflation, falling home affordability, a 35-point youth swing to the left, and the Grover Cleveland parallel. They also dig into tariffs and reindustrialization, Chevron deference and deregulation, Warsh's Fed, bank capital rules, Bessent and the Treasury's role in the repo market, and what a Democrat-controlled Congress means for interest rates.
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