Sep 26 2024 32 mins 4
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
2:25 - Market implications of major policy differences
7:15 - When will bond markets care about deficits?
9:35 - The impact of polling errors
13:15 - Key issues and the race to 270
15:25 - Potential black swans
17:15 - The most polarized time in history
20:00 - Different approaches to income inequality
21:25 - The Senate, the House, and how divided government affects markets
25:30 - The Fed, inflation, and other macro variables
27:25 - Disinformation, deepfakes, and gen AI
28:35 - Who do markets think will win?
