S2 E7: If Defense Wins Championships, U.S. Corporations Need to Adapt Accordingly

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the impact of the $18 Big Mac meal, look at the seasonality of equity market returns within U.S. presidential election cycles, and consider if we should be worried about commercial real estate debt.  Conversation Markers: 0:35 – Introduction and market recap 1:39 – The impact of the $18 Big Mac meal 5:43 – Seasonality of equity market returns within U.S. presidential election cycles 10:53 – Should we be worried about commercial real estate debt? 14:18 – Takes of the Week [Episode Length: 16:55] Please click here for important disclosure information.