Trump Signals Minnesota Strategy Shift | Balance of Power 01/26/2026

Watch on YouTube ↗  |  January 27, 2026 at 00:33  |  47:52  |  Bloomberg Markets
Speakers
Romaine Bostick — Anchor, Bloomberg
Josh Wingrove — White House Reporter, Bloomberg
Myles — Author, Value Zoomer (Substack)

Summary

The program covered the Trump administration's shifting strategy in Minnesota after federal immigration raids led to fatal shootings and protests. It also examined the looming partial government shutdown over DHS funding, Trump's tariff threat against South Korea, and market reactions to proposed flat Medicare Advantage rates. Other topics included a major winter storm and a debasement trade lifting gold, silver, and copper.

  • Trump administration shifts Minnesota strategy amid ICE raid backlash.
  • Senate Democrats threaten partial government shutdown over DHS funding.
  • Trump threatens to raise tariffs on South Korean autos, lumber, pharma.
  • Health insurers drop after proposed flat Medicare Advantage rates.
  • Gold, silver, copper rally on debasement trade and dollar weakness.
  • Winter storm disrupts travel and lifts natural gas futures.
Ideas
Romaine Bostick Anchor, Bloomberg 21:02
Flat Medicare rates hurt health insurers.
The Trump administration is proposing flat Medicare Advantage rates for 2027, with only a 0.09% increase versus 5% for 2026. This is effectively no material increase and a huge slowdown in government payments to insurers that cover over 30 million Americans. It is a negative sector-wide development.
XLV HIGH
Romaine Bostick Anchor, Bloomberg 22:01
Humana most exposed to Medicare rate risk.
Humana has the most exposure to Medicare Advantage, with about 70% of its business directly tied to that program. The proposed flat Medicare rates for 2027 mean a massive revenue headwind, and the stock dropped 14% on the news, the worst one-day drop since at least 2022.
HUM HIGH
Romaine Bostick Anchor, Bloomberg 23:19
Debasement trade lifts gold, silver, copper.
Overseas investors are dumping the dollar and moving into hard assets like gold, silver, and copper. This debasement trade is driving gold and silver to record highs, and he suggests paying attention and staying tuned.
GLD SILVER COPPER HIGH
Romaine Bostick Anchor, Bloomberg 23:19
Debasement trade lifts gold, silver, copper.
Overseas investors are dumping the dollar and moving into hard assets like gold, silver, and copper. This debasement trade is driving gold and silver to record highs, and he suggests paying attention and staying tuned.
USD HIGH
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This Bloomberg Markets video, published January 27, 2026, features Romaine Bostick discussing XLV, HUM, GLD, SILVER, COPPER, USD. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Romaine Bostick  · Tickers: XLV, HUM, GLD, SILVER, COPPER, USD