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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
Good Value | Pragmatic Value Investing
27 minutes 25 seconds
1 year ago
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
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/
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
