Bloomberg Surveillance Trump's Impact on Geopolitics and Markets
16 snips
Nov 27, 2024 
Ian Bremmer, founder of Eurasia Group, offers sharp insights on the war in Ukraine and a potential ceasefire between Israel and Hezbollah, highlighting the geopolitical ripple effects of a Trump presidency. Whitney Tilson, founder of Kase Capital Management, shares his ambitions for the NYC mayoral race, discussing the Democratic Party's dynamics and key urban issues like transportation and crime. Together, they navigate the complex interplay of politics, markets, and global relations, providing a compelling look at contemporary challenges.
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US Expectionalism
- The 2024 election results didn't significantly change market narratives.
- It reinforced the existing narrative of U.S. exceptionalism, where the U.S. prospers while the rest of the world struggles.
Retirement Plan Diversification
- Diversify retirement plans by considering fundamentals and potential risks.
- Include U.S. equities, some exposure to India and Japan, fixed income, and real assets for inflation protection.
Trump's War Policy
- Trump aims to end wars using political and military pressure.
- The ceasefire with Hezbollah was likely influenced by the election outcome, as Israel wanted to avoid pressure from Trump.