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23min chapter
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Forward Guidance
Impact of 2024 Election on Portfolio Construction
The chapter delves into the potential impact of the 2024 election on portfolio construction, discussing factors such as the yield curve, interest rates, fiscal deficits under Trump and Biden, tax policies, tariffs, and global economic dynamics. The speakers analyze the implications of different tax policies on corporations, stock performance, investment decisions, and market outlook. They emphasize the importance of focusing on specific policies rather than broad assumptions about political parties when making investment decisions around elections.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode