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30min chapter
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
Excess Returns
Political Events and Market Dynamics
This chapter provides a comprehensive analysis of how recent political events influence market dynamics, focusing on the Federal Reserve's actions and their ramifications for the Biden-Harris administration. It discusses inflation, government spending, and the disconnect between traditional economic measurements and the real-life pressures faced by consumers. The dialogue emphasizes the evolving investment culture and the challenges posed by global uncertainties that could reshape financial landscapes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode