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)
Audio below
Previously:
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)