Reactions & Implications Post-Election
Greg and Doug Stokes chat about the surprising results of the 2024 election, where Trump emerged victorious, and the implications of this outcome on the market and economic policies. They analyze polling accuracy, market reactions, and the potential for changes in tax policies and regulations. The discussion this week also covers the movements in various financial markets, including treasuries, stocks, gold, and crypto, and wraps with thoughts on future economic growth and inflation.
Key Takeaways
[00:17] - Election Day aftermath: surprising results [04:07] - Markets are forward-looking [09:05] - Movement in rates, long-term rates, and 10-year treasury [12:33] - Gold down, small-caps up [15:30] - Bitcoin, oil, and tax implications
View Transcript
Links
Polymarket 2024 Betting Markets / Election Forecast How the Trump Whale Correctly Called the Election
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances.