Facts vs Feelings with Ryan Detrick & Sonu Varghese

Election Special with Libby Cantrill of PIMCO (Ep. 75)


Listen Later

As the race to the White House heats up, experts from the financial sector weigh in on the high-stakes implications of the upcoming presidential election.

Today on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the upcoming presidential election's potential effects on financial markets with Libby Cantrill, Head of Public Policy at PIMCO. They dissect the political landscape's influence on the markets and discuss Joe Biden's likelihood of remaining the Democratic nominee, comparing the current political climate to historical elections. Their conversation also covers pivotal issues that could sway key battleground states, and how re-election campaigns might influence stock market performance. Additionally, they touch on the role of Congress in fiscal policy and the implications for equity and bond markets.

Libby discusses:

  • The impact of the upcoming presidential election on financial markets
  • Significance of the US dollar as the world's reserve currency
  • The government spending deficit and its implications
  • The strength of the US economy
  • Potential nominees for the presidential election
  • Importance of state polling in critical states
  • The impact fiscal policy has on stock market performance
  • And more!
  • The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC., or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.


Resources:

  • Donate to St. Judes - Events.stjude.org/leapday
  • Any questions about the show? Send it to us! We’d love to hear from you! [email protected] 

Connect with Libby Cantrill: 

  • PIMCO
  • LinkedIn: Libby Cantrill

Connect with Ryan Detrick: 

  • LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

  • LinkedIn: Sonu Varghese


About our guest:

Ms. Cantrill is head of U.S. public policy and a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. She has served as a rotating member of the firm’s Executive Committee and is a founding member of PIMCO Families and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 19 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charter holder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations and sits on the boards of Covenant House New York and the Securities Industry and Financial Markets Association ("SIFMA").

Libby Cantrill is not affiliated with CWM, LLC.

...more
View all episodesView all episodes
Download on the App Store

Facts vs Feelings with Ryan Detrick & Sonu VargheseBy Carson Investment Research

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

36 ratings


More shows like Facts vs Feelings with Ryan Detrick & Sonu Varghese

View all
Masters in Business by Bloomberg

Masters in Business

2,188 Listeners

Odd Lots by Bloomberg

Odd Lots

1,777 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

932 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

106 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,987 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

286 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,045 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

70 Listeners

Excess Returns by Excess Returns

Excess Returns

65 Listeners

Ask The Compound by The Compound

Ask The Compound

305 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

790 Listeners

MRKT Matrix by RiskReversal Media

MRKT Matrix

180 Listeners

Forward Guidance by Blockworks

Forward Guidance

271 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

119 Listeners

On Investing by Charles Schwab

On Investing

278 Listeners