

ElectionWatch: ‘After the convention’ - DNC edition
Aug 27, 2024
Tom McLoughlin, Co-lead of ElectionWatch and CIO Americas, and Nadia Lovell, Senior US Equity Strategist, delve into the political landscape post-DNC. They discuss the implications of Vice President Harris's nomination, evolving election probabilities, and the significance of polling on voter sentiment. The conversation also highlights economic policy shifts, including proposed tax changes and their potential market impacts. Additionally, they analyze RFK Jr.'s unexpected endorsement of Trump and its ramifications on electoral dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Tightening Election Odds and Strategic State Dynamics
02:58 • 2min
Election Dynamics and Economic Policies
05:11 • 20min
Political Developments: RFK Jr.'s Endorsement of Trump
24:54 • 3min
Taxing Unrealized Gains and Fed Independence: A Political Analysis
27:29 • 4min
Wrap-Up and Future Engagement on Election Insights
31:23 • 2min