Retail Winners, Losers From a Border Adjustment Tax

The video discusses the potential risks and opportunities for retailers in light of uncertain policy changes, particularly focusing on the impact of Trump's policies. It highlights the economic and geographic factors affecting retailers, especially in the Rust Belt, and examines the implications of energy prices and employment. The analysis includes a ranking of states based on economic statistics and explores the exposure of various companies to these regions.

Which states are identified as having been left out from economic expansion?

What types of companies are mentioned as having exposure to the states discussed?