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The Compound and Friends
The Compound's Post-Election Special with Callie, Ben, Michael and Josh
Nov 6, 2024
01:02:53
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Join Callie Cox, Chief Strategist at Ritholtz Wealth, and Ben Carlson, an investment analyst, as they dissect the post-election market dynamics. They explore the noticeable impacts of Republican gains on stocks and the rise of small-cap stocks. Topics include Bitcoin's potential evolution as a reserve asset and the economic implications of tariffs and immigration policies. The conversation also highlights market reactions to political events and the psychological factors influencing investor behavior, providing listeners with valuable insights into navigating current financial waters.
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Quick takeaways
- The post-election rally in small caps and banks reflects market relief over election clarity and expectations for deregulation.
- Participants emphasize the significant role of predictive markets in forecasting election outcomes and influencing trading strategies for investors.
Deep dives
Market Reactions to the Election
The podcast discusses the significant market reactions following the recent election results. The stock market exhibited an impressive rally, particularly in small caps, which saw substantial gains, attributed mainly to the market's relief over election clarity. Notably, banks performed exceptionally well, showcasing the best one-day gains in a long time, driven by expectations of deregulation and potential increased consumer activity. The hosts highlight the market's tendency to thrive on certainty, referencing previous elections where uncertainty led to volatility.
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