
The Astute Investor Navigating the US presidential election with Libby Cantrill
Aug 25, 2024
Libby Cantrill, Head of US Public Policy and managing director at PIMCO, shares her expert insights on the chaotic landscape of the 2024 US presidential election. She examines the significant implications of this election for investors, including the influence of rising fiscal deficits on bond markets and equity performance. Key distinctions between candidates regarding economic policies are discussed, alongside the importance of understanding political dynamics in crafting investment strategies. Libby navigates the uncertainties ahead, providing a keen lens into the intersection of politics and the economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Politics and Economics
01:45 • 5min
2024 Election Insights and Impacts
07:13 • 23min
Bond Market Dynamics in a Shifting Economy
30:34 • 5min
Navigating Market Reactions and Political Risks Ahead of the Election
35:33 • 3min
Conclusion and Insights on Investing Amid Political Climate
38:32 • 2min
