The Election Heard Around the World | Wall Street Week

The everything-boom in markets got a boost from the news of a second Donald Trump presidency this week. Former Bridgewater Associates Chief Investment Officer Rebecca Patterson, Columbia Business School professor Glenn Hubbard, Hoover Institution senior fellow Elizabeth Economy and "The Economist" editor-in-chief Zanny Minton Beddoes tell us what a new administration will mean for America's domestic industries, its economy and its exceptionalism.

Chapters:
00:00:00 - Allocation in a new Trump administration
00:14:08 - Effect on domestic industries
00:23:53 - US relations with the rest of the world
00:35:50 - Capitalism: winner or loser?
00:47:26 - Lessons from LBJ & McNamara
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[FerIsella]

Glenn knows how to say a lot of things without actually saying anything. Like politicians! ✌️

[DonaldMark-nese]

Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over.

[wealthychronicle-iu]

Markets at all time highs make me nervous. Heavily backing SCHD right now. But I’m still open to buying more because some brilliant companies seem at good prices. What’s everyone’s thoughts?

[georgeageorgopoulos]

"GOLDEN AGE OF AMERICA" MUST HAPPEN!!!

[adamrumball]

Nice water ski overview of topics. Thanks

[gstlb]

The interesting thing here is whether the Republicans can get together enough to actually get anything done other than more conservative judges.

[ElainEmail-mq]

The large USD Treasury bonds held by Japan, China and other countries will likely be the major sources of funds to use to rescue their national debt repayments in 2025 ?
For example, if a family has a lot of household debts, and why bother to keep the reserve savings when the debts are drowning the family's finances?

[ISpitHotFiyaa]

What she's saying about buying stocks on inauguration day is technically true but also a completely bogus way to assess market performance under any president. The point that she's talking about (EOY 2018) is at the very bottom of a crash. You started to see new market highs three months later. And she could have made the same (equally bogus) claim about early March 2020. From an investor perspective it can make sense to keep some money in cash and hold out for these periodic dips. But you could also find yourself waiting for something that never comes. Most people don't invest like that.

[garypick]

One point I haven't heard anyone talk about is if the idea of putting Elon Musk in a position to audit the U.S. government and save "$2 trillion per year, " what that reduced spending might do to the economy. Would reducing government spending likely have a positive or negative impact on markets? Clearly Biden pumping "trillions of dollars onto the streets, " as Kamala once said, increased revenue for many companies.

[Mab-pwyt]

Comment on the last minutes of the debate: If I was an adviser concerning the USA invasion of Afganistan and Irak I would have said let your anger go, revenge leads only to hate and destruction. Should not one nation under God head the words of Christian scriptures: Thou shall love your enemies (not kill them!). Revenge belongs to God, not men. And on your dollar you state: In God we trust. I ask: Do you, really? Letting go of anger is very difficult, I know. But war (every war) is awful. Irak was not a "mistake", it was murder committed by a state.

[farozara]

Say: O people! Let not this life and its deceits deceive you, for the world and all that is therein is held firmly in the grasp of His Will. He bestoweth His favor on whom He willeth, and from whom He willeth He taketh it away. He doth whatsoever He chooseth. Had the world been of any worth in His sight, He surely would never have allowed His enemies to possess it, even to the extent of a grain of mustard seed. He hath, however, caused you to be entangled with its affairs, in return for what your hands have wrought in His Cause. This, indeed, is a chastisement which ye, of your own will, have inflicted upon yourselves, could ye but perceive it. Are ye rejoicing in the things which, according to the estimate of God, are contemptible and worthless, things wherewith He proveth the hearts of the doubtful”.
4. (Baha'u'llah, Gleanings from the Writings of Baha'u'llah, p. 208)

[Raypoota]

I work super hard and become super smart and work super hard....

[davidomar]

The 1st thing to know is to understand that you don't know😉
which will never be understood by 99.99% of humans.

[payroll]

I get the feeling that to the guests 'determinately optimistic' means stick my head in the sand and pray.

[PeterParker-tuid]

Jeez! Listening to these people has given me a headache. Every sentence I have to listen to these women tell me how worried they would be and how I shouldn't sleep at night. Please... relax.

[TradeInvest-]

Instead "Green new scam" may i suggest "Green scam deal"? Because its not new anymore, just a suggestion to Trump.

[gstlb]

I think china’s leverage is limited because the USA is a huge customer. It’s not a good idea to choke your customer.

[jphensly]

Is it just me, or did she pronounce all w words with a h, like Stewie and family Guy.

[PORTFOLIOPUBLICO]

How low can you go Bloomberg? Toxic news... from toxic people.

[georgeageorgopoulos]

Trump Announced USA FINANCES HIS FIRST PRIORITY