Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year. 

Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis. 

NOTE: This episode includes language that some may find offensive. Not quite NSFW, but keep the volume down when the clip from 'Landman' airs.
One of the 'three arrows' of Trump's economic policy is an additional 3 million barrels of oil per day. Expect pushback. Billy Bob Thornton in his Landman role offers a take. 

Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'.  Dave says Bessent has the skills to tackle a very full plate of issues.

Auto, banks, financial institutions, and independent power producers have momentum while other sectors don't. President-elect Trump is clearly following his campaign trail promises---and the market is responding. 

After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see?  Dan and Dave discuss. 

Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up. 

One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis. 

Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donnell discuss. And is the Elon Musk $1 million daily giveaway legal? 

Does the market predict a presidential winner? It might not be clear this time around. Dan O'Donnell and Dave Spano cover the intersection of politics and finance.