Macro Mondays Macro Mondays #74 - When the Trump bet dies, here's what to look for
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Nov 11, 2024 The discussion dives into the fallout from the recent Presidential election and its impact on investment strategies. Dogecoin's role, especially with Elon Musk's influence, is examined alongside Trump's geopolitical maneuvers. The rise of populism in Germany creates uncertainty, affecting investor behavior despite strong stock performance. China's debt swap strategy is critiqued as a misleading economic stimulus. Finally, navigating current market volatility reveals optimism for equities amidst political changes.
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Post-Election Trades
- Consider investing in Tesla and Dogecoin following the election results.
- Elon Musk's influence in the new administration makes these promising investments.
Dogecoin's Rise
- Dogecoin's surge is primarily tied to Elon Musk, not governmental utility.
- It's currently difficult to bet against Dogecoin due to Musk's influence.
Trump 2.0
- Trump's second term will likely be more predictable and organized than his first.
- He's now experienced, with a stronger team and focus.