cover of episode What Americans Expect From Trump's Second Term

What Americans Expect From Trump's Second Term

2024/11/18
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FiveThirtyEight Politics

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Galen Druk
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Jeffrey Skelly
M
Mary Radcliffe
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Galen Druk:本期节目探讨了美国人对特朗普第二任期的期待,分析基于其内阁成员选择、共和党在国会中的多数席位以及民调数据等。节目通过'买入、卖出、持有'游戏和'猜猜美国人怎么想'游戏来评估这些期待。 Jeffrey Skelly:在'买入、卖出、持有'环节,Jeffrey Skelly主要从政治角度分析,认为共和党参议员不太可能反对特朗普的提名,即使提名人存在争议,因为他们不愿意与特朗普对抗。他更关注的是提名是否会进入参议院投票,如果进入,他认为通过的可能性很大。 Mary Radcliffe:Mary Radcliffe则更侧重于对提名人的背景调查和公众舆论的影响,她认为公众压力和党内反对可能会导致提名人撤回提名,从而影响最终结果。她更关注的是政治风险和潜在的负面新闻对市场的影响,并根据这些因素来调整投资策略。 Jeffrey Skelly:Jeffrey Skelly在'猜猜美国人怎么想'环节中,主要关注的是经济和媒体对大选结果的反应。他认为,共和党选民对经济变化的反应比民主党选民更强烈,这体现在消费者情绪的波动上。同时,他也分析了媒体收视率的变化,认为这反映了不同政治立场人群的关注点和态度。 Mary Radcliffe:Mary Radcliffe则更关注民调数据,她分析了不同年龄段和政治立场的选民在信息来源和投票决策方面的差异,并指出朋友和家人的影响力在投票决策中占据重要地位。她还分析了人们对特朗普第二任期成就的预期以及对美国是否准备好选举一位女总统的看法。 Galen Druk:Galen Druk作为主持人,总结了嘉宾的观点,并引导讨论,提出了关于政治风险、公众舆论、经济形势以及媒体影响等问题,并对这些问题进行深入探讨。他同时结合民调数据和市场反应,对美国人对特朗普第二任期的期待进行了全面的分析。

Deep Dive

Key Insights

Why is there a 21% chance that Matt Gaetz gets confirmed as attorney general?

The odds reflect concerns over Gaetz's past controversies, including a House Ethics Committee investigation into sex trafficking allegations. However, Republican senators may still confirm him to avoid crossing Trump.

Why did the stock prices of vaccine makers fall after Trump announced RFK Jr. as Secretary of Health and Human Services?

RFK Jr.'s stance on vaccinations and his intent to examine government vaccine safety data likely caused market uncertainty and investor concern.

Why might Elon Musk be out from the Department of Government Efficiency in under six months?

Both Musk and Trump are strong personalities used to control, which could lead to conflicts. Additionally, some in Trump's inner circle are reportedly annoyed by Musk's presence.

Why did consumer sentiment among Democrats fall after the election?

Democrats' sentiment dropped as they faced the reality of a second Trump administration, erasing almost two years of gains in economic sentiment.

Why did Fox News' primetime audience increase after the election?

Fox News likely benefited from viewers seeking information and reaction to the election results, aligning with their expectations and preferences.

Why did the financial sector see the largest jump in the S&P 500 after the election?

Wall Street anticipates that the Trump administration will relax regulations on banks and financial service companies, leading to increased investor confidence in that sector.

Why do young voters and Republicans rely more on friends and family for political decisions?

Young voters and Republicans are more likely to trust personal discussions with friends and family as their primary source of political information, reflecting a preference for interpersonal influence over media sources.

Why do Americans expect Trump to accomplish more in his second term?

Americans, particularly those who voted for Trump, likely believe he will fulfill his campaign promises, leading to higher expectations for his second term.

Why has optimism about electing a woman president declined?

Pessimism has grown across all groups, possibly due to recent political dynamics and the outcomes of the 2016 and 2024 elections, which may have influenced public perceptions.

Chapters
The podcast begins by discussing the predictions and expectations surrounding Trump's second term, focusing on data from predictions markets and polling.
  • Trump is announcing his cabinet picks and the size of Republicans' majority in Congress is coming into focus.
  • Data reveals expectations of consumers, Wall Street traders, and online bettors.

Shownotes Transcript

We are beginning to get a clearer view of what a second Trump administration might look like. President-elect Donald Trump is announcing his cabinet picks, the size of Republicans' majority in Congress is coming into focus, and this has all led to predictions about what will and won’t happen in a second Trump administration.

In this installment of the 538 Politics podcast, we turn to predictions markets and polling to assess the expectations that consumers, Wall Street traders, online bettors and everyday Americans have for Trump's second term.

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