Navigating the Post-Election Economic Landscape

This chapter explores the economic shifts following a major political election, contrasting the views of equity and credit investors amid market euphoria and uncertainty. It discusses the potential impacts of the new administration's policies on the economy, including tariffs and immigration, and the subsequent market reactions highlighted by inflationary pressures. The chapter emphasizes the importance of risk management and adaptive investment strategies in response to geopolitical volatility, advocating for diversification and disciplined portfolio reviews.