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businessinvesting
This is about business cycles, not who's going to be president
About this Episode
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
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
These 3 Indicators Predict Every Recession
FTSL: In Case The Fed Keeps Rates Here
Fed Way Leaning The Wrong Way
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Hosts & Guests
No transcript available for this episode.
