Bipartisan is Not Always Good For Markets
David addresses the election outlook, the future role of tariffs, and the influence of the Federal Trade Commission.
The Dividend Cafe · The Bahnsen Group
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Show Notes
Today's Post - https://bahnsen.co/3UxOxda
Election and Economic Insights: November Dividend Cafe with David Bahnsen
In this episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses key topics as the U.S. approaches the 2024 election. From his New York City office, David addresses the outlook of the election, the future role of tariffs, and the influence of the Federal Trade Commission and its Commissioner, Lina Khan. He explores potential impacts on monetary policy and the Federal Reserve's actions, commercial real estate loans, and the implications of a Trump or Harris administration on market dynamics. David also touches on the volatility of the yen and concludes with insights on the proportion of the S&P 500 represented by a small number of companies. Stay tuned for Monday's Dividend Cafe episode on economic data and housing updates.
00:00 Introduction and Setting the Scene
00:30 Election and Tariff Talk
04:04 Federal Trade Commission and Regulatory Insights
06:47 Federal Reserve and Monetary Policy Speculations
10:35 Commercial Real Estate and Corporate Credit Outlook
15:28 Currency Dynamics and Market Volatility
18:24 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.com