Sep 22 2024 27 mins 4
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/
