SB Talks: Trump 2.0, New Neutral and Portfolio Tilts
SB Talks · Stanford Brown
November 19, 202417m 16s
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Show Notes
In this episode, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.
We discuss:
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What the Republican sweep in the US means for tariffs, taxes and growth
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Why the Fed and RBA are in no hurry to get to 'neutral' rates
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Recent adjustments to our equity exposures