This is CNBC Pro Talks, where we go one-on-one with Wall Street's top investors, smartest traders, and rising stars.

We find out what makes them tick, what makes them money, and how you can follow in their footsteps.

Welcome to the latest edition of CNBC Pro Talks. I'm Dominic Chu. We're recording this episode

just a little more than two weeks after the 2024 election, where Donald Trump reclaimed

the White House, while Republicans managed to hold on to power in the House of Representatives

and actually flip the

Senate to their control as well, the so-called red sweep. Now, since election day, Wall Street

has been trying to make sense of what that GOP sweep could mean for things like the economy,

for business, and for maybe even the U.S. stock market. We did see first a sharp rally and then a

minor pullback from some of those post-election highs, at least in the stock market. We're here

this month to look beyond the price moves in the immediate aftermath of the election day to

talk about how investors should position themselves for the

medium to longer term even after the keys to Washington, D.C., change hands in January.

Joining us now to make sense of all of it is Dan Clifton. He's a partner and head of Washington

policy research for Stratigas Research partners. It's a bared company.

Now, he examines just how the moves from lawmakers to change things like taxes, trade, health care,

and a whole host of other policies affects both the markets and the broader economy.

Dan, first of all, thank you so much for being here.

Let's start very, very broad and macro with your experience examining Washington policy

and how it affects markets overall. What was your initial takeaway from just what we saw in the

election result and the subsequent reaction in the markets.

Yeah. So first, let me say thank you for having me. This was the most investable election

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