Debate: The Upcoming Election: Will the Winner Materially Affect Market Performance in the Near Term?
Featuring: Paul Hickey, co-founder of Bespoke Investment Group.
40% of the population will be devastated come November 5th as their (hopefully) voted for president-elect loses. While we emphasize and are saddened by the polarization in our political system, we explore how much our next president actually affects near term financial market performance.
Topics include:
- Where our political parties align (e.g., China!) and expected effects on the market.
- Where our political parties diverge (e.g., Social services and regulation) and expected effects on the market.
- A case study using Apple as proxy for expected affects on revenues, cost and sentiment.
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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.
