Lead-Lag Live

Hal Lambert on Politically Driven Investing, Corporate Influence, and Navigating 2024 Election Impacts


Listen Later

Discover the untapped potential of politically responsible investing with Hal Lambert of Point Bridge Capital in this thought-provoking episode. We unravel the mysteries behind market cap-weighted indices and explore how equally weighted strategies might better illuminate true security selection. Hal shares insights into the political currents shaping corporate America, especially how companies align with left-leaning pressures, and introduces us to his politically-focused ETF that has been thriving for seven years. This conversation challenges the status quo, offering a fresh perspective on investing in today's politically charged landscape.

We take a deep dive into the influential role of corporate political contributions on both elections and business performance. Uncover how corporate PACs and employee donations wield significant influence, and how the shift from shareholder to stakeholder priorities has pulled corporate America leftward. With regulatory challenges on the horizon, this episode looks at how sectors like industrials and oil and gas, represented in the MAGA ETF, are strategically navigating these pressures. Hal and I discuss how these industries' conservative leanings are correlated with financial success and what that means for investors looking for political alignment in their portfolios.

As the 2024 U.S. presidential election looms, we speculate on its potential impact on the economy and investment strategies. Delve into the nuances of how a Trump or Harris presidency might alter policy decisions, taxes, and economic growth. We also consider the broader implications of interest rate changes and a potentially divided government on financial markets. Concluding with an examination of ETF liquidity and tax efficiency, we highlight the unique offerings of the MAGA ETF for those eager to align their investments with their political beliefs. Engage with Hal Lambert through investpolitically.com for further insights into aligning your investments with your values.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Point Bridge Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial ad

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


Foodies unite…with HowUdish!

It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!

Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!

HowUdish makes it simple to connect through food anywhere in the world.

So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

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

Lead-Lag LiveBy Michael A. Gayed, CFA

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

88 ratings


More shows like Lead-Lag Live

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

590 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,064 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

928 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

911 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

250 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Excess Returns by Excess Returns

Excess Returns

67 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

460 Listeners

Supply Shock by Blockworks

Supply Shock

112 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

375 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

57 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

387 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

91 Listeners