Everything you know about the US election and markets is wrong
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Show Notes
With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what?
Dr David Allen from Plato Investment Management joins the podcast to discuss:
- why traditional energy stocks rose 150% under Biden
- clean energy rose 150% under Trump
- how betting markets can be more accurate than pundits
- why the consensus narratives are largely inaccurate over time, and
- the one sector that is likely to outperform whatever the outcome.
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