DiscoverIn Search of Green MarblesE119 - The 2024 Election Cycle: Separating Rhetoric From Reality for Markets
E119 - The 2024 Election Cycle: Separating Rhetoric From Reality for Markets

E119 - The 2024 Election Cycle: Separating Rhetoric From Reality for Markets

Update: 2024-02-02
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On this week’s In Search of Green Marbles, G3 welcomes Weiss’s political expert, Mike Edwards, to discuss the 2024 election cycle. As things are beginning to heat-up, there was no shortage of subjects for them to discuss.

Topics included which sectors of the economy would benefit under Biden and Trump, how tariff talk and tax policy are connected, Chevron Deference’s importance, the implications of the UAW’s Shawn Fain’s decision to back Biden, the Trump Veepstakes, the Taylor Swiftboating of the GOP and why Nikki Haley is staying in the GOP race for now.

Please check important disclosures at the end of the podcast.

Timestamps:

  • What's the strategy behind Donald Trump's push for higher tariffs on Chinese imports? [2:59 ]
  • What is Mike's opinion on the polling data showing Americans have more confidence in Trump's economic leadership compared to Biden's? [14:52 ]
  • Are there any surprises in the Biden and MAGA Baskets being issued by the sell-side firms? [20:35 ]
  • Does Mike give any credence to any of the political ‘Page Six’ worthy stories that he has been hearing? [31:20 ]

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E119 - The 2024 Election Cycle: Separating Rhetoric From Reality for Markets

E119 - The 2024 Election Cycle: Separating Rhetoric From Reality for Markets

Weiss Multi-Strategy Advisers