This is about business cycles, not who's going to be president

4 de nov. de 2024 · 29m 55s
This is about business cycles, not who's going to be president
Descripción

The macroeconomic roadmap given a Trump or Harris victory, according to https://seekingalpha.com/checkout/mp_1170?avoid_pp=true&source=ie_podcast:business_cycles_not_whos_president, https://seekingalpha.com/checkout/mp_1302?source=ie_podcast:business_cycles_not_whos_president and https://seekingalpha.com/author/elazar-advisors-llc?source=ie_podcast:business_cycles_not_whos_president (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should...

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The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10).  If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.

Show Notes:
These 3 Indicators Predict Every Recession
FTSL: In Case The Fed Keeps Rates Here
Fed Way Leaning The Wrong Way

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