37 min
E121 - There Will Be Vol: Markets Enter Campaign Season In Search of Green Marbles
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- Investimentos
This week, G3 welcomes Mike Edwards onto the pod to continue their exploration of how the 2024 election could impact markets today and in the future. As listeners know, Mike has been a frequent guest on the show given the eye-popping headlines we are witnessing as the 2024 election season approaches.
Topics covered in the conversation include whether the market has priced in the difference between MAGA and traditional Republicanism, Donald’s Trump’s potential immigration & tariff policies, Trump’s recent comments concerning NATO and his desire to be a dictator for a day, and President Biden’s perceived frailty.
Please check important disclosures at the end of the episode.
This episode was recorded on Tuesday, February 14th.
Timestamps:
Should Trump win the election and remove sanctions on Russia, what could be the potential effects on the Russia-China relationship? [11:44]How might Inflation play into the tariff regime that Trump is proposing? [17:11]How are our European allies reacting to Trump’s statements concerning NATO? [22:27]Does Mike believe that the markets are likely to “freak out” if Trump wins? [31:25]
Resources:
Jordi’s latest webinar NBER: Help for the Heartland? The Employment and Electoral Effects of the Trump Tariffs in the United StatesThe Democratic Party is Having an Identity Crisis by Ezra KleinHistorically Low Faith in U.S. Institutions Continues
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.
This week, G3 welcomes Mike Edwards onto the pod to continue their exploration of how the 2024 election could impact markets today and in the future. As listeners know, Mike has been a frequent guest on the show given the eye-popping headlines we are witnessing as the 2024 election season approaches.
Topics covered in the conversation include whether the market has priced in the difference between MAGA and traditional Republicanism, Donald’s Trump’s potential immigration & tariff policies, Trump’s recent comments concerning NATO and his desire to be a dictator for a day, and President Biden’s perceived frailty.
Please check important disclosures at the end of the episode.
This episode was recorded on Tuesday, February 14th.
Timestamps:
Should Trump win the election and remove sanctions on Russia, what could be the potential effects on the Russia-China relationship? [11:44]How might Inflation play into the tariff regime that Trump is proposing? [17:11]How are our European allies reacting to Trump’s statements concerning NATO? [22:27]Does Mike believe that the markets are likely to “freak out” if Trump wins? [31:25]
Resources:
Jordi’s latest webinar NBER: Help for the Heartland? The Employment and Electoral Effects of the Trump Tariffs in the United StatesThe Democratic Party is Having an Identity Crisis by Ezra KleinHistorically Low Faith in U.S. Institutions Continues
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.
37 min