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Month: October 2024

Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 — Should It Happen (Szn 6, Epsd 19)

Published October 30, 2024

With Marc Chandler, Bannockburn Global Forex

Marc Chapman of Bannockburn Global Forex rejoins the podcast to discuss all things US election and the impact a Trump victory would have on economics and financial markets.

This podcast episode was recorded Monday, Oct. 28, 2024 and was made available for premium subscribers that same day. More information about premium subscriptions is available on our Substack.

Content Highlights

  • The impact of a Trump victory next Tuesday is seen as greater as the impact of a Harris victory. What this means for markets and the economy (2:11);
  • What if Trump doesn’t win? That has become the contrarian take (3:45);
  • How it all might affect Mexico, the US’ largest trading partner (5:40);
  • The US-Canada-Mexico free trade agreement is up for review next year. Expect more concessions from Mexico regardless of who’s in the White House (and Congress) (12:22);
  • However the outlook is not all bad for all Mexican securities… (15:40);
  • Concerns Trump will try to limit the Federal Reserve’s independence (19:38);
  • Don’t overlook the possibility of a recession early in the next president’s term (25:44);
  • Trump victory may lead to more mergers and acquisitions (26:50).

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Transcript

MoreTariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 — Should It Happen (Szn 6, Epsd 19)
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Trends Point to Trump Victory, Republican Sweep (Szn 6, Epsd 18)Podcast episode cover art featuring guest Flip Pidot

Trends Point to Trump Victory, Republican Sweep (Szn 6, Epsd 18)

Published October 23, 2024

With Flip Pidot, American Civics Exchange

Flip Pidot, founder of American Civics Exchange, joins the podcast to discuss trends in polling and prediction markets and why these are increasingly pointing to victory for Donald Trump — and a Republican sweep of Congress.

This podcast episode was recorded on Oct. 22, 2024, and made available for premium subscribers that same day — without ads or announcements. More information on premium membership options is available on our Substack page.

Content Highlights

  • What started as a toss-up has quickly moved to resounding victory for Trump (1:38);
  • About $40 million-worth of pro-Trump bets have flooded prediction markets in recent weeks (4:55);
  • Early vote data is also clearly favoring Trump (12:58);
  • Background on the guest (23:05);
  • If the outcome of the election is close, either side is likely to immediately challenge the results in court (34:30);
  • Fortunately, the guest views the likelihood as remote (40:28)

More From the Guest

MoreTrends Point to Trump Victory, Republican Sweep (Szn 6, Epsd 18)
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The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)Podcast episode cover art feat Tony Greer

The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)

Published October 1, 2024

Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more.

Content Highlights

  • Why energy commodities, precious and base metals are all set up to rally (1:31);
  • China’s stimulus package boosted industrial metals. The bounce should not be limited to the short term… (4:57);
  • There are a number of ways to express the ‘long commodities’ trade. ETFs may be the simplest… (8:59)
  • The bullish case for uranium (10:37);
  • Don’t fade the AI story (14:20);
  • The inevitable cryptocurrency discussion (17:04);
  • Background on the guest (22:30);
  • Listener question: What’s the inflection point for a move higher in industrial commodities? (26:10);
  • Election discussion (28:17).

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Not investment advice.

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