Episode Summary
In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, is joined once again by Ed Mills, Managing Director and Washington Policy Analyst at Raymond James.
The discussion covers potential impacts of U.S. policy shifts under various leadership scenarios. From bipartisan tensions surrounding semiconductor export restrictions to healthcare reforms and defense spending, Ben and Ed analyze how these developments could influence global markets and investor strategies. They also examine the far-reaching implications of the ongoing Russia-Ukraine conflict, NATO dynamics, and key appointments shaping a Trump administration.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Ed Mills
Managing Director & Washington Policy Analyst, Raymond James
Ed Mills joined Raymond James in November 2017 as a managing director and Washington policy analyst, bringing more than 15 years of Washington, D.C., experience. Mr. Mills concentrates on the impact of Wall Street reform and housing finance policy on the financial markets and provides in-depth analysis of student lending, budget, and corporate taxation policy. He is frequently consulted by policymakers and stakeholders, and his work has been featured extensively in media outlets, including the Wall Street Journal, New York Times, Washington Post, American Banker, and CNBC. Prior to joining Raymond James, Mr. Mills spent more than seven years as an analyst and head of the Washington Policy Group at FBR & Co and nearly a decade on Capitol Hill. He worked in both the House of Representatives and the U.S. Senate, serving as a professional staff member for the House Financial Services Subcommittee on Financial Institutions and Consumer Credit, a financial services policy advisor for Congresswoman Carolyn Maloney of New York, and a senior banking and finance policy advisor for the U.S. Senate Committee on Small Business and Entrepreneurship. He holds a B.A. in political science from Boston College.
Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.
