

The Trump trade
Jul 23, 2024
Exploring the impact of a second Trump presidency on inflation, bond yields, currency manipulation, corporate taxes, protectionism, isolationism, Federal Reserve independence, and small-cap stock rally. Long sterling and short Russell 2000 positions discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Analysis of the 'Trump trade' and its impact on investment decisions
01:53 • 7min
Analyzing Fiscal Policies, Trade Rhetoric, and Investor Implications
08:25 • 2min
Impact of Trump's Policies on Stocks
09:59 • 10min
Investment Strategies and Predictions in the Financial World
20:26 • 3min