Episode 42
US election market impacts and opportunities in commodities
Talking Capital · Capital Generation Partners
November 11, 202430m 39s
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Show Notes
In this episode, Ian and Robert discuss:
- US election: what were the Trump trades?
- Market implications: what are some of the bigger picture impacts of the election result on markets?
- Commodities: what is the role of commodities in a portfolio and where are there opportunities today?