President Joe Biden has announced his decision to forgo his reelection campaign, endorsing his Vice President Kamala Harris as the potential Democratic nominee. John Miller, Cowen managing director and ESG policy analyst, joins Catalysts to discuss Harris's policy positions.

Miller highlights Harris's energy policies as an area to look at, noting that her "traditional energy, climate, transportation policies were definitively to the left of where the Biden administration sits". However, he notes that "what the Biden administration has found is that climate policy on its own tends not to work with US voters," emphasizing that success comes when these policies are framed as "jobs policy or industrial policy."

Comparing Harris's potential policies to former President Trump's, Miller states, "there's almost two very different portraits being painted." He advises investors to identify "those very slim areas" of overlap between the two, citing trade and industrial policy as examples.

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This post was written by Angel Smith