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Thinking About the Markets Like Roger Federer
Manage episode 425960964 series 3404637
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It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a debt doom spiral. We’ll finish with a Roger Federer mindset as we look under the financial hood and find long-term optimism.
Key Takeaways
- [00:17] - On debate day, we look at what the election could mean financially
- [09:50] - America and American families keep prevailing/thriving
- [16:19] - American tourists are driving European economies
- [19:22] - Federer wisdom + optimism
Links
- Nate Silver’s first 2024 election model prediction: not a toss-up
- Silver: Who is favored to win the 2024 election?
- Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030
- Slok: Household net worth is almost 8x higher than disposable income
- WSJ: Europe has a new economic engine - American tourists
- The American consumer is Europe’s stimulus package
- Outside of the top 10 stocks, the market is reasonably priced
- June-August are historically the best 3 months of an election year
- Roger Federer’s Dartmouth commencement speech
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
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