

This is about business cycles, not who's going to be president
Nov 4, 2024
Eric Basmajian, a business cycle expert, discusses how presidential elections impact economic trends. Joining him are Michael Gayed, who analyzes sector opportunities depending on political outcomes, and Chaim Siegel, offering insights on geopolitical influences. They explore how market sentiment and tariffs could affect companies in a Trump scenario. The trio emphasizes that economic cycles matter more than individual politicians, dissecting cumulative inflation's impact and the potential ramifications of shifting U.S. leadership on global markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
The Economy's Impact on Politics
01:38 • 14min
Geopolitical Shifts and Their Impact on Global Markets
15:21 • 4min
Exploring the Dynamics of Cryptocurrency and Investor Sentiment
19:05 • 2min
Navigating Inflation and Unemployment in a Shifting Economy
20:49 • 5min
Tariffs and Market Dynamics
25:24 • 4min