41 min
E119 - The 2024 Election Cycle: Separating Rhetoric From Reality for Markets In Search of Green Marbles
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- Inversiones
On this week’s In Search of Green Marbles, G3 welcomes Weiss’s political expert, Mike Edwards, to discuss the 2024 election cycle. As things are beginning to heat-up, there was no shortage of subjects for them to discuss.
Topics included which sectors of the economy would benefit under Biden and Trump, how tariff talk and tax policy are connected, Chevron Deference’s importance, the implications of the UAW’s Shawn Fain’s decision to back Biden, the Trump Veepstakes, the Taylor Swiftboating of the GOP and why Nikki Haley is staying in the GOP race for now.
Please check important disclosures at the end of the podcast.
Timestamps:
What's the strategy behind Donald Trump's push for higher tariffs on Chinese imports? [2:59]What is Mike's opinion on the polling data showing Americans have more confidence in Trump's economic leadership compared to Biden's? [14:52]Are there any surprises in the Biden and MAGA Baskets being issued by the sell-side firms? [20:35]Does Mike give any credence to any of the political ‘Page Six’ worthy stories that he has been hearing? [31:20]
Resources:
Donald Trump Ramps Up Threat of Tariff War if Elected PresidentSCOTUS Likely to Discard Chevron DeferenceTrump Is in a One-Sided Popularity Contest With Taylor SwiftByron Donalds Biography
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.
On this week’s In Search of Green Marbles, G3 welcomes Weiss’s political expert, Mike Edwards, to discuss the 2024 election cycle. As things are beginning to heat-up, there was no shortage of subjects for them to discuss.
Topics included which sectors of the economy would benefit under Biden and Trump, how tariff talk and tax policy are connected, Chevron Deference’s importance, the implications of the UAW’s Shawn Fain’s decision to back Biden, the Trump Veepstakes, the Taylor Swiftboating of the GOP and why Nikki Haley is staying in the GOP race for now.
Please check important disclosures at the end of the podcast.
Timestamps:
What's the strategy behind Donald Trump's push for higher tariffs on Chinese imports? [2:59]What is Mike's opinion on the polling data showing Americans have more confidence in Trump's economic leadership compared to Biden's? [14:52]Are there any surprises in the Biden and MAGA Baskets being issued by the sell-side firms? [20:35]Does Mike give any credence to any of the political ‘Page Six’ worthy stories that he has been hearing? [31:20]
Resources:
Donald Trump Ramps Up Threat of Tariff War if Elected PresidentSCOTUS Likely to Discard Chevron DeferenceTrump Is in a One-Sided Popularity Contest With Taylor SwiftByron Donalds Biography
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.
41 min