The chapter analyzes how Treasury yields reflect predictions on the presidential election and tax policies, focusing on tax cuts, billionaire taxes, corporate tax rates, and buyback taxes, and their influence on Wall Street and the stock market. It delves into Trump's economic proposals, including tariffs, their potential negative impacts, and debates on his seriousness about these ideas.
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Trump’s potential tariffs on China.
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