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10min chapter
US Retail Sales Rise by Most in Three Months
Bloomberg Businessweek
Analysis of Impact of US Presidential Elections on Investors and Economy
The chapter delves into the implications of the upcoming November elections on investors, emphasizing market performance in presidential election years and policy certainty with the presumptive candidates. It evaluates the potential effects of a second term for the current president on policies, institutions, and inflation, comparing both candidates' policies on factors like tax cuts and tariffs. Additionally, investment strategies in the current market environment, the impact on sectors like prisons, gun stocks, and crypto, and the importance of diversification are discussed in light of potential gridlock post-election and the outlook for the US economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode