With less than 65 days until the US presidential election, could this be the most investible election in history? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Dan Clifton, Partner and Head of Policy Research at Strategas Securities to discuss the upcoming election and its market implications. Dan explores how stark policy contrasts between the candidates may create unique investment opportunities and which sectors could thrive under a Democratic or Republican victory. Dan also examines the potential executive actions under both a Harris and Trump presidency, highlighting significant impacts on tariffs, immigration policies, and regulatory changes.

This episode was recorded on September 4, 2024.