Briefing
Stephen Burke discussed the geopolitical landscape, highlighting the shift in global power dynamics with the BRIC nations challenging the G7. He analyzed the US election, noting a potential Trump presidency and its implications on trade, taxes, and geopolitics. He emphasized the contrast between Trump's and Harris' platforms, particularly on regulation and fiscal policies. Stephen also addressed the impact of global conflicts, such as Israel-Iran and Ukraine, on international relations.
Podcast: https://361.pub/3YNRMyD
Timestamps:
00:00 Introduction
00:14 Comparison of BRICS+ and G7
03:35 Politics vs Sound Investment Principles
04:08 A Contrast in Politics Vision
07:10 Regulation Costs Under Each Administration
09:27 The Odds of Trump Tax Plan Getting Passed
15:55 S&P Trends to Rally After Presidential Election
17:21 Q&A
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