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