Is Imperialism Good for Your Portfolio? | Prof G Markets

This week on Prof G Markets, Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what it signals for markets, and how investors should navigate the shifting landscape. Then, they dig into why bank stocks surged last year and examine the effects of deregulation under the Trump administration. Robert explains why he thinks consolidation in banking could be potentially beneficial. Finally, they go over Robert’s predictions for the rest of the year.

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Timestamps:
00:00 - Today's number
00:26 - Today's episode
01:16 - Donroe Doctrine
26:44 - Ad break
29:08 - Banking Deregulation
47:44 - Ad break
49:48 - 2026 Predictions
01:13:36 - Week ahead
01:13:53 - Conclusions
01:16:36 - Credits

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