Trump vs Harris: The stock market implications

Nick Nelson from Absolute Strategy Research joined Antipodes to discuss how the US Presidential Election outcome could impact markets.
Alison Savas

Antipodes

You can listen to the full discussion right here below, or find it on Spotify, Apple, or YouTube.


Key points covered and times include:

  • The Trump vs Harris Debate - thoughts and observations: 1:00
  • The battleground states: 2:00
  • The composition of Congress - a clean sweep or not? 4:00
  • Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00
  • Will Trump really repeal the Inflation Reduction Act? 10:00
  • Why Trump's big tariff plans could only be a threat: 12:40
  • The stocks and sectors to benefit and lose from either candidate: 18:00
  • Foreign policy & implications on Europe: 20:50


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Alison Savas
Investment Director
Antipodes

In almost two decades of investing in equities based in Sydney and Singapore, Alison has worked through various market cycles and navigated major market events. Alison is an investment director at Antipodes and a member of the senior investment...

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