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Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)

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Manage episode 441301113 series 2973891
Innhold levert av Antipodes Partners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Antipodes Partners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election.

Key Times:

  • The Trump vs Harris Debate - thoughts and observations: 1:00
  • The battleground states: 2:00
  • The composition of Congress - a clean sweep or not? 4:00
  • Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00
  • Will Trump repeal the Inflation Reduction Act? 10:00
  • Why Trump's big tariff plans could only be a threat: 12:40
  • How will investment markets react to a Trump or Harris win: 18:00
  • Foreign policy & implications on Europe: 20:50
  • Episode summary: 22:00

More about Antipodes Partners: https://antipodes.com/

  continue reading

48 episoder

Artwork
iconDel
 
Manage episode 441301113 series 2973891
Innhold levert av Antipodes Partners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Antipodes Partners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election.

Key Times:

  • The Trump vs Harris Debate - thoughts and observations: 1:00
  • The battleground states: 2:00
  • The composition of Congress - a clean sweep or not? 4:00
  • Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00
  • Will Trump repeal the Inflation Reduction Act? 10:00
  • Why Trump's big tariff plans could only be a threat: 12:40
  • How will investment markets react to a Trump or Harris win: 18:00
  • Foreign policy & implications on Europe: 20:50
  • Episode summary: 22:00

More about Antipodes Partners: https://antipodes.com/

  continue reading

48 episoder

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