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Mind the Gap: a historically polarized US election

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Manage episode 442810970 series 2164374
Content provided by Michael Cembalest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Cembalest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Candidate policy comparisons in a historically polarized US Election; China stimulus package

The US is about to conduct its most polarized Presidential election in 100 years. Today’s note looks at candidate policy differences and implications for investors: government spending, taxation, tariffs, trade, immigration, regulation, NATO, energy, price controls and the Electoral College. We conclude with analysis of the China stimulus package, which might have a better chance of succeeding than recent failed efforts.

  continue reading

110 episodes

Artwork
iconShare
 
Manage episode 442810970 series 2164374
Content provided by Michael Cembalest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Cembalest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Candidate policy comparisons in a historically polarized US Election; China stimulus package

The US is about to conduct its most polarized Presidential election in 100 years. Today’s note looks at candidate policy differences and implications for investors: government spending, taxation, tariffs, trade, immigration, regulation, NATO, energy, price controls and the Electoral College. We conclude with analysis of the China stimulus package, which might have a better chance of succeeding than recent failed efforts.

  continue reading

110 episodes

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