

UBS ElectionWatch 2024: After the debate - Reaction and implications
Sep 12, 2024
Jason Chandler, Head of GWM Americas, Solita Marcelli, Chief Investment Officer Americas, and John Savercool, Head of the UBS US Office of Public Policy, delve into the recent presidential debate's impact. They analyze how candidate performances may sway undecided voters and shape the election's outcome. The discussion highlights market implications linked to different election scenarios, focusing on financial and energy sectors, and reviews foreign policy strategies. They also answer audience questions on managing investments during political shifts.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Election Dynamics and Market Implications
03:31 • 23min
Crucial Voter Dynamics Leading to Election Day
26:11 • 3min
Audience Questions: Debate Insights and Investment Strategies
29:11 • 3min
Foreign Policy Implications of Presidential Candidates
31:41 • 2min
Political Prospects and Market Implications on the Deficit
33:36 • 5min