This week, G3 welcomes Mike Edwards onto the pod for the first time in the new year. We can assure you it won’t be the last time either because 2024 is shaping up to be a year to remember on multiple fronts that play to Mike’s expertise.

As listeners of this podcast know, Mike is a keen observer of the tango that takes place between markets and politics. And with the 2024 election looming large, we wanted to get Mike onto the show ASAP in order for him to lay out his preliminary thinking, bat away a few buzzy-but-irrelevant issues and provide a heads-up on the factors that could meaningfully impact various economic sectors.

Please check important disclosures at the end of the podcast and brace yourself for this one.

A final note: This podcast was recorded on January 3, 2024.

Timestamps:

• Does Mike believe that Donald Trump's legal issues will impact the 2024 election outcome? [3:23 ]
• Will third-party candidates influence who the next president will be? [12:36 ]
• What is the probability of neither major presidential candidate securing 270 electoral college votes? [16:24 ]
• Which possible 2024 election outcome is the market currently ignoring? [24:04 ]
• What does Mike believe that market participants should start considering in advance of November's election? {35:49 ]

Resources:

• The Senate map looks very tough Democrats
• John Mulaney’s “There’s a Horse in the Hospital” (Warning: Explicit Content)
• Trump’s reign of tariffs
• Bob Lighthizer biography
• Super PAC to support No Labels Launches

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