'Fast Money' traders talk the impact of the latest flurry of Pres. Trump posts on market sectors

Summary

The segment discusses market reactions to recent Trump posts on defense and housing. A Fast Money trader favors defense after the administration announced a 50% defense spending increase. The panel debates whether housing affordability policies targeting institutional buyers are effective, focusing on Blackstone's selloff. The discussion also touches on politics versus policy and communication style.

• Trump posts sparked volatility in defense and housing-related stocks.
• Administration announced a 50% increase in defense spending.
• Guy picks defense, citing the spending increase as a positive catalyst.
• Panel debates housing affordability and restrictions on institutional buyers.
• Blackstone's selloff discussed amid policy uncertainty.
• Institutional ownership of residential housing is noted as less than 5%.
• Discussion ends on politics versus policy and Trump's communication style.