So Citi just dropped some interesting takes on how Trump's populism agenda could reshape the stock market. The folks who track this stuff are identifying specific sectors and stocks that could end up being big beneficiaries from this political and economic shift.

Here's the thing—when major policy changes hit, certain industries typically get more tailwinds than others. Some sectors align better with the stated priorities, which usually means capital flows start moving in those directions. It's not about predicting politics, it's about watching how market participants position themselves around anticipated policy outcomes.

The analysis suggests looking at companies that directly benefit from these policy directions. Whether it's infrastructure, energy, or specific manufacturing segments, understanding the correlation between policy shifts and sector performance has always been part of the playbook for asset allocation.

Worth noting: macro policy environments often create trading opportunities across multiple asset classes. Even if you're primarily focused on crypto or other markets, keeping tabs on traditional equity trends helps you understand broader capital market movements. When big money is rotating into certain plays based on policy expectations, that kind of momentum often ripples across different markets.