1 hr 22 min

Stimulus Outlook and Final Stretch of 2020 Election Demography Unplugged with Neil Howe

    • Investing

In this latest issue of my weekly podcast, we discus the current state of the market. The S&P500 is closing in on its previous high in early February, despite the global economy experiencing the greatest supply shock in history. Why are stocks on the rise? For one, there is $3 trillion on the Fed's balance sheet. The federal government has spent over $3 trillion in stimulus. And the Fed has nailed the yield curve to the floor. 
The rest of the podcast is a replay of my conversation with JT Taylor, Hedgeye's Chief Political Strategist, on stimulus and the 2020 elections. If you missed the webcast and would like to see accompanying slides, visit us to find out more and subscribe. 

In this latest issue of my weekly podcast, we discus the current state of the market. The S&P500 is closing in on its previous high in early February, despite the global economy experiencing the greatest supply shock in history. Why are stocks on the rise? For one, there is $3 trillion on the Fed's balance sheet. The federal government has spent over $3 trillion in stimulus. And the Fed has nailed the yield curve to the floor. 
The rest of the podcast is a replay of my conversation with JT Taylor, Hedgeye's Chief Political Strategist, on stimulus and the 2020 elections. If you missed the webcast and would like to see accompanying slides, visit us to find out more and subscribe. 

1 hr 22 min