

US Jobs and UK Politics
Jul 5, 2024
Chief Investment Strategist at Charles Schwab, Bloomberg Opinion Columnist, founder of Pangaea Policy, and Chief Economist at Berenberg discuss market reactions to UK and US elections, investing strategies, market concentration, balance sheet strength, profitability in companies, aftermath of elections, concerns about President Biden, potential DNC changes, economic outlook for Europe, and insights on economics and finance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Market Reactions, Investing Strategies, and Market Concentration
01:54 • 7min
Analyzing Balance Sheet Strength and Profitability in Companies
09:23 • 2min
Aftermath of UK Elections and International Perspectives
11:26 • 5min
Analysis of French and US Elections and Washington's Situation
16:20 • 2min
Concerns About President Biden and Potential DNC Changes
18:17 • 6min
Discussion on Democratic primary control and Biden's nomination with advertisements for financial advising and AI CRM
23:59 • 2min
UK Election Aftermath and Economic Outlook for Europe
25:48 • 5min
Insights on Economics and Finance with Salesforce and The Hartford Ads
31:04 • 2min