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

View Transcript

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

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

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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.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.