Bill Ackman Praising Donald Trump After He Was Elected

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애크먼은 트럼프 당선 직후 미국을 '가장 크고 경영이 부실했던 기업'으로 보고 강한 강세론을 밝혔다. 기업가 출신 대통령과 공화당의 의회·상원 장악으로 인프라 투자, 법인세 인하, 규제 완화가 추진될 수 있어 미국 성장과 기업 실적에 매우 긍정적이라는 논리다. 이에 따라 미국 주식시장 전반에 대한 낙관을 드러냈다. 그는 기존에 지지하던 마이크 블룸버그 대신 트럼프를 평가하게 된 배경을 설명하며, 과거 록펠러센터 관련 미팅 경험과 이방카 트럼프에 대한 호감을 언급했다. 다만 트럼프의 변동성에 대한 우려는 있었으나 당선 이후 레거시 측면에서 좋은 결과를 낼 것으로 보았다. 당일 시장 대응에 대해서는 새로 매매한 것은 없고 이미 '미국 롱' 포지션을 보유하고 있다고 밝혔다. 칼 아이칸의 대규모 지수선물 거래 소식도 언급했다. 법인세 인하 등 정책이 기업의 해외 이전(아일랜드, 룩셈부르크 등)을 막는 효과도 기대했다. 기술주·개별 종목에 대한 구체적 가격 목표는 제시하지 않았다. 요약하면 트럼프 당선은 미국 성장과 주식시장에 강한 호재이며, 자신은 미국 주식 롱 포지션을 유지한다는 입장이다.

다듬은 글

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01. i wanted to talk politics before we even get into anything we were talking to lloyd just before about uh what some people are calling the trump rally i i'm curious you woke up on wednesday morning as an investor and you thought what i woke up extremely bullish on trump believe it or not and my thinking is as follows this is the greatest united states is the greatest business in the world and it's been under managed for a very long period of time we now have a businessman in the president's you know as a president and he has power because republicans control congress republicans control the senate he's going to launch a major infrastructure program he's going to take corporate taxes down to a sensible level and get rid of loopholes he's going to get a lot done and nothing has gotten done in you know very long period of time and if you're an activist investor you want someone to come in take over and get things that need to get done done and i think that's extremely bullish for growth in the united states and uh he's also gonna you know i think he's if you look at his financial advisors they're not your typical presidential financial advisors they're business people and the united states is the biggest business in the world it deserves to be run by a business person and i think he will attract the best and brightest to help him grow the country so i think it's very bullish from an investor's point of view i think he's going to reduce regulation he's going to get rid of the splurotic washington dc i think that's going to increase the bullishness of ceos and i think that's why the stock market's going up i'm almost on the floor here in usa i really mean it only because i think the last time i talked to you you were supporting hillary clinton no that's not true not true i've been i've supported mike bloomberg i worked really hard to get bloomberg elected uh first i've tried to run i get him to run and uh for the same reasons right i thought i thought bloomer would be a better candidate for you know he's a better closer match for me on social issues and supreme court issues and some other things but you know i've said for years that if we could actually have a business person run the country that would be a wonderful thing for america so i think first of all i i had one of the great meetings of all time with donald trump about 20 something years ago i'll never forget that one but i'd take the rest of this panel to tell you about that meeting but tell us about that meeting um it was just a great meeting um no bad idea but here's making a hint so i spent an hour and a half with donald trump 20 something years ago about rockefeller center because we were a big shareholder called rockefeller center properties and he had an idea and he wanted to work on it together and ultimately it didn't work out but i got to i met him then and i saw him at a wedding maybe a number of years ago but i know ivanka a lot better than i know donald trump and i've been a big fan of hers and i think she my most bullish argument i can make for donald trump is if he produced you know it's hard to produce children of that kind of quality and i think that speaks uh obviously to him uh so you know i woke up bullish about america and you can be you can say what you want about you know some personal qualities issues et cetera but i i believe in the american people we're talking about the transformation of you of your thinking on this because i i don't remember you thinking this way before uh i woke up in the morning no i know on wednesday morning you woke up in the morning but my concern about donald trump was volatility my concern was who knows what he's going to do right and then i woke up and i said you know what this guy just became president united states this is going to be his legacy does he want to screw it up no he wants to be the greatest president the country's ever had and i remember when i was a kid you know ronald reagan getting elected and people said the guy was a clown he was an actor he didn't know anything and we look back people think ronald reagan is one of the greatest presidents we've had now this is a guy who knows how to build things get them done on time and on budget and by the way that skill is very useful when you're going to spend a trillion dollars on fixing the infrastructure of the country and when you're gonna but the american people are very wise and the american people voted not only to put donald trump uh in the presidential seat but to to keep control of the congress and the senate uh in the hands of the republicans which means the president can be effective and we've not had opportunity in a very very long period of time and i think that's very bullish for growth and uh you know a lot of things that should have happened haven't happened for many years corporate tax reform is something that's been talked about forever it's probably the single biggest thing we can do to drive growth in the country and to prevent you know companies going to ireland and you know luxembourg and wherever what did you do on wednesday morning in the market uh nothing we already own what we own so nothing i didn't i'm not carl icahn carl give carl credit he apparently he left the trump rally at 10 to go trade you know uh apparently invested a billion dollars index futures that's not really what we do but i you know i think it's very good for uh the companies that we own so we were we already we're long america and so i have john oliver to take care of herbalife and donald trump to take care of the rest of the portfolio i'm done