

Global Leaders, Markets Rush to Size Up Kamala Harris
Jul 23, 2024
Guests discuss Kamala Harris's campaign strategy, market trends, dollar outlook, and investing strategies. They also compare offshore markets, analyze industrial companies' performance, and project the impact of political leadership on markets and investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Kamala Harris's Campaign Strategy and Criticisms
02:05 • 7min
PCE Release, Fed Rate Cuts, Market Trends, Dollar Outlook, and Investing Strategies
08:36 • 4min
Comparing Offshore Markets and Mega-Cap Tech Space Investments
12:32 • 2min
Analysis of Industrial Companies' Performance Compared to Tech Names
14:43 • 2min
Analysis of Earnings Growth and Market Rotation
17:08 • 14min
Analyzing the Impact of Political Leadership on Markets and Investing
31:09 • 2min