Short answer? None.
Longer answer: “For the most part, none of this is something that people should use as a basis for changing their portfolios,” but you should listen to the full interview to get the rest.
(Charts referenced can be found here)
Why politics and investing don’t mix (February 6, 2011) WaPo
Investing based on how you vote is still a terrible idea (October 10, 2018)
Economics & Politics as a Lens on Markets (October 28, 2020)