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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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Finding Contrarian Investors Among US Presidents Past and Present (Szn 6, Epsd 16)

Published September 25, 2024

Megan Gorman joins the podcast to discuss her book ‘All the Presidents’ Money; How the Men Who Governed America Governed Their Money,’ in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses the investments of year’s presidential and vice presidential candidates.

Content Highlights

  • The most contrarian investor among US presidents? Gerald Ford, the man who pioneered sitting on corporate boards and the presidential speaker circuit (1:24);
  • Perhaps unsurprisingly US presidents were quite conservative with their investments, Ford included… (6:37);
  • Many presidential investments were also contrarian by avoiding (individual) public equities (11:04);
  • Franklin D. Roosevelt was one of several presidents who entered the White House as wealthy individuals — and blew some of it by failing to perform basic due diligence (15:51);
  • Another oft-overlooked president, Calvin Coolidge, supplies a classic example of mis-timing the market… (21:11);
  • What we know about the investments of this year’s candidates for president and vice president (25:52);
  • Another very unsuccessful investor: Ulysses S. Grant. One of the most successful: George Washington (37:14);
  • Presidents probably don’t need to own individual stocks. Vice President Kamala Harris exemplifies this (47:18)

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The ‘Stoic Investment’ Primer (Szn 6, Epsd 11)Podcast cover art feat Darius Foroux

The ‘Stoic Investment’ Primer (Szn 6, Epsd 11)

Published July 2, 2024

With Darius Foroux

Darius Foroux, author of the upcoming book ‘The Stoic Path to Wealth,’ joined the podcast to discuss his, well, stoic approach to investing.

This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day — without ads or announcements. For more information on premium subscriptions, visit our Substack.

Content Highlights

  • How interest in philosophy rekindled his interest in investing after the great financial crisis (1:32);
  • A brief introduction to stoicism, a 2,300 year-old philosophy that is distinct from cynicism (4:08);
  • How to apply this to investing (6:14);
  • Isn’t investing in indexes just the best way to go? (12:38);
  • The ’90/10′ portfolio allocation: 90% in the S&P 500, 10% in individual stocks (17:24);
  • The Dutch Stripe, trades in Amsterdam and on Pink Sheets (18:06);
  • Background on the guest (28:54);
  • The guest’s second individual stock holding. Listeners will have heard about this one (33:01);
  • How does a stoic combat FOMO (41:41).

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