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GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann

Top Traders Unplugged

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Historical Trends of Populist Elections and Market Performance

This chapter delves into historical trends of inflation and election years, focusing on the impact of populist elections on market returns compared to non-populist election years. It discusses the influence of election periods on the economy, examining factors like hope, despair, trade tariffs, and geopolitical conflicts. The chapter also explores market concentration, AI optimism, and the potential implications of different election outcomes on market stability and investment strategies.

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