Steve Rattner Says Market May Be Too Optimistic on Trump

The transcript discusses the challenges of passing infrastructure and healthcare reforms under the Trump administration. It highlights the market's optimism about infrastructure plans, the complexities of budget reconciliation, and the differences between healthcare and tax reform processes. The potential collapse of Obamacare exchanges is also addressed, along with the president's call to repeal and replace Obamacare. An Op-Ed analysis critiques the president's healthcare stance, noting the harshness of the proposed plans and the difficulty in maintaining coverage for pre-existing conditions.

What challenges does the speaker identify regarding the passage of an infrastructure plan through Congress?

What does the speaker suggest about the optimism in the market regarding infrastructure and capital expenditure?

How does the speaker differentiate between tax reform and healthcare reform in terms of the legislative process?

What are the implications of the Trump administration's actions on the Affordable Care Act exchanges?

In what ways does the speaker express skepticism about the feasibility of the proposed healthcare plan?