Higher Level Thoughts on the Outcome of the US Election
About this episode
We’ve recorded this on the day of the US Presidential Election, and that’s what we're focusing on today.
There are 7 big things you need to know: They focus on the set-up, the historical playbook, bottom-up policy implications per our analyst survey, our thoughts on positioning trades, one tailwind that will manifest regardless of what happens, tail risks, and our rundown of what we’ll be watching on election night and possibly the days beyond.
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