

Biden’s Disastrous Debate Accelerates Doubts Over Candidacy
Jun 28, 2024
Guests including Bloomberg's political news director and opinion columnist analyze Biden's debate fallout, US PCE data, mid-year report for US stocks, tight labor markets, and market close. Topics cover post-debate poll results, potential presidential candidates, economic indicators, Fed's actions, immigration impact on labor supply, AI's influence on companies, and asset allocation considerations post-debate and pre-election.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Analysis of Post-Debate Poll Results and Potential Presidential Candidates
01:34 • 14min
Upcoming Events and Political Focus for Biden and Trump
15:33 • 4min
Economic Indicators, Fed's Action, and Market Sentiments
19:13 • 18min
The Economics of Immigration and Labor Supply
37:15 • 7min
Addressing Labor Supply in Healthcare and the Impact of AI on Companies
44:08 • 5min
Impact of Debate on Asset Allocation and Election on Financial Climate
48:58 • 7min
Analysis of stock valuations, labor market weakness, and fiscal stimulus impact
55:54 • 3min