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Bloomberg Surveillance
Trump's Impact on Geopolitics and Markets
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.
42:36
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Quick takeaways
- Despite political transitions, the underlying economic fundamentals remain robust, reinforcing global investors' confidence in U.S. exceptionalism.
- Cautious yet strategic investment approaches are necessary to navigate risks such as inflation and geopolitical tensions in current market conditions.
Deep dives
Futures Market Resilience
The futures market continues to operate effectively, even when other markets experience a slowdown. CME Group’s S&P 500 and NASDAQ 100 futures offer nearly 24-hour trading with significant liquidity, presenting opportunities around the clock for investors. In contrast, liquidity in ETF markets typically diminishes after 4 p.m. until the next morning, leaving a gap for trading activities. This dynamic allows traders to capitalize on market movements any time of the day, integrating advanced strategies into their investment approaches.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode