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S2E2 - Special Weekend Edition - How To Position Yourself For Trump or Biden Victory
Expanding on the ideas from Epi 1
Examples of candidate backing ----
Banks such as BofA
Are commodities a safe haven regardless of who wins?
What is tail risk?
Big Pharma and Biotech
Legacy energy resources
Increased military spending - LMT and NOC
VIX and the problem with retail margin with increased volatility
Stardegy for market corrections
Healthcare
Gold and Silver
Why is silver especially set to explode?
SILJ
Emerging market equities
Trade tariffs
ecommerce companies that service emerging markets
Funding of preschool education
WFanywhere tech
Teladoc TDOC
Why timing matters when identifying mega trends.
Which REITS could do well.
Infrastructure and Materials space
Costco and Home Depot
Find out more at https://the-daily-disruptor.pinecast.co
View all episodes
By Adam Brunet and Efrem HoffmanExpanding on the ideas from Epi 1
Examples of candidate backing ----
Banks such as BofA
Are commodities a safe haven regardless of who wins?
What is tail risk?
Big Pharma and Biotech
Legacy energy resources
Increased military spending - LMT and NOC
VIX and the problem with retail margin with increased volatility
Stardegy for market corrections
Healthcare
Gold and Silver
Why is silver especially set to explode?
SILJ
Emerging market equities
Trade tariffs
ecommerce companies that service emerging markets
Funding of preschool education
WFanywhere tech
Teladoc TDOC
Why timing matters when identifying mega trends.
Which REITS could do well.
Infrastructure and Materials space
Costco and Home Depot
Find out more at https://the-daily-disruptor.pinecast.co