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S2E2 - Special Weekend Edition - How To Position Yourself For Trump or Biden Victory

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Manage episode 275902268 series 2639213
Content provided by Adam Brunet and Efrem Hoffman, Adam Brunet, and Efrem Hoffman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Brunet and Efrem Hoffman, Adam Brunet, and Efrem Hoffman 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.

Expanding on the ideas from Epi 1 Examples of candidate backing ---- Banks such as BofA Are commodities a safe haven regardless of who wins? What is tail risk? Big Pharma and Biotech Legacy energy resources Increased military spending - LMT and NOC VIX and the problem with retail margin with increased volatility Stardegy for market corrections Healthcare Gold and Silver Why is silver especially set to explode?

SILJ Emerging market equities Trade tariffs ecommerce companies that service emerging markets Funding of preschool education WFanywhere tech Teladoc TDOC Why timing matters when identifying mega trends. Which REITS could do well. Infrastructure and Materials space Costco and Home Depot

Find out more at https://the-daily-disruptor.pinecast.co

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 275902268 series 2639213
Content provided by Adam Brunet and Efrem Hoffman, Adam Brunet, and Efrem Hoffman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Brunet and Efrem Hoffman, Adam Brunet, and Efrem Hoffman 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.

Expanding on the ideas from Epi 1 Examples of candidate backing ---- Banks such as BofA Are commodities a safe haven regardless of who wins? What is tail risk? Big Pharma and Biotech Legacy energy resources Increased military spending - LMT and NOC VIX and the problem with retail margin with increased volatility Stardegy for market corrections Healthcare Gold and Silver Why is silver especially set to explode?

SILJ Emerging market equities Trade tariffs ecommerce companies that service emerging markets Funding of preschool education WFanywhere tech Teladoc TDOC Why timing matters when identifying mega trends. Which REITS could do well. Infrastructure and Materials space Costco and Home Depot

Find out more at https://the-daily-disruptor.pinecast.co

  continue reading

10 episodes

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