EPISODE · Nov 14, 2024 · 1H 9M
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
from Excess Returns · host Excess Returns
In this episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as a "political utility" where "number go up" has become the prevailing faith. Key topics include: Analysis of shifting market dynamics and investment philosophies The challenges of maintaining long-term perspective in a speculation-driven environment How inflation and institutional trust impact market behavior The distinction between investment and speculation in modern markets Practical considerations for navigating uncertain economic conditions This wide-ranging conversation offers valuable insights for investors trying to understand the intersection of politics, markets, and human behavior in today's complex financial landscape. SEE LATEST EPISODES https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
Embed this episode
NOW PLAYING
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.