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Home > Good Value > Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
Podcast: Good Value
Episode:

Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
Category: Business
Duration: 00:27:25
Publish Date: 2024-09-23 00:12:24
Description:

Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. 

Key Times:

  • The Trump vs Harris Debate - thoughts and observations: 1:00
  • The battleground states: 2:00
  • The composition of Congress - a clean sweep or not? 4:00
  • Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00
  • Will Trump repeal the Inflation Reduction Act? 10:00
  • Why Trump's big tariff plans could only be a threat: 12:40
  • How will investment markets react to a Trump or Harris win: 18:00
  • Foreign policy & implications on Europe: 20:50
  • Episode summary: 22:00

More about Antipodes Partners: https://antipodes.com/

 
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