Excess Returns Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
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Nov 14, 2024 In this engaging discussion, Ben Hunt, a market analyst known for his deep insights, and Grant Williams, a financial author with a global perspective, tackle the post-election market landscape. They explore how trust, or the erosion of it, shapes market behaviors and investment philosophies. Key topics include the shift from wealth accumulation to preservation, the challenges in a speculation-driven environment, and the impact of inflation on trust in institutions. Their candid insights offer valuable perspectives for navigating today's complex financial terrain.
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The Political Vote Experiment
- Grant Williams conducted a political experiment by revealing his hypothetical vote for Trump to a California audience.
- The audience's visceral reaction highlighted deep divisions and the personal weight of voting choices today.
Hidden Media Shapes Elections
- Media coverage and crowd energy perceived in campaigns can mislead about actual voter turnout and results.
- Hidden media ecosystems and solid voter bases can decisively influence election outcomes unnoticed.
Inflation Driven by Behavior
- Inflation persists because people and businesses will charge higher prices whenever they can.
- The 'genie is out of the bottle' and inflation is driven by behavior, not just government policy.