Election Implications With 2 Weeks To Go
This week, we’ll discuss the rapidly changing political landscape as the election approaches, focusing on how market predictions and betting trends reflect potential outcomes. We’ll analyze the implications of different presidential policies on market sectors, the relationship between economic growth and interest rates, and the long-term perspectives on investment strategies. We’ll finish by taking a step back to look at positive global trends and the overall wealth of humanity, encouraging a broader view of current events.
Key Takeaways
- [00:17] - Election dynamics and market reactions/predictions
- [07:10] - A long-term look at interest rates
- [10:41] - What really matters to the economy?
- [12:25] - A positive, 40,000-foot view on investments and humanity
Links
- Wolfe: Election Outcome Scenarios: What to Buy and Sell - Wolfe
- Bilello: The only S&P 500 sector that's down since July 10? Technology: -3%
- Steno/Bloomberg: The move in bond yields after the 50bp cut is very out of the ordinary
- Apollo: Low Returns Expected in the S&P 500 Over the Coming Years
- 10 Global Trends That Every Smart Person Should Know
- Super Abundance
- Ben Carlson: A Staggering Amount of Wealth Creation
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
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