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Listen "My 2024 Election Playbook"
Episode Synopsis
In this episode, Robert dives into the market implications of the upcoming U.S. election, noting how different outcomes could impact specific sectors and how "gridlock" might not be a bad thing. He breaks down why both Trump and Harris would likely both boost the deficit and drive up inflation, making one sector in particular a promising play regardless of the winner. He also shares his approach to recent tech earnings and previews the key events expected to drive market volatility this week.
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