The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10).  If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.

Show Notes:
These 3 Indicators Predict Every Recession
FTSL: In Case The Fed Keeps Rates Here
Fed Way Leaning The Wrong Way

Read the transcript

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