This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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Beyond the Ballot: Exploring the Potential Long-term Effects of the Elections on the Global Stage - Professor Joel Litman #6127
Manage episode 435193002 series 1401217
Contenuto fornito da Kerry Lutz. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kerry Lutz o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Prof Joel Litman and Kerry Lutz discussed a range of topics related to the global economy and stock market. They highlighted the significance of recent elections in China and Russia in reshaping global business trust and reorganizing the world around US law and sovereignty. They also discussed the potential impact of the US election on the stock market and the economy, with Prof Litman expressing confidence in the US's ability to thrive in the global market regardless of the election outcome. The conversation also delved into the historical performance of the stock market, particularly focusing on the S&P 500. Both speakers expressed confidence in the S&P 500's potential for continued growth over the next five to ten years, advocating for a passive investment strategy in the index. They also discussed the complexities of investing in Chinese companies and the broader implications for global markets. Finally, Prof Litman provided a comprehensive analysis of the impact of corporate tax cuts on tax revenue, highlighting the growth and profitability of US companies and addressing criticisms of the tax cuts. Find Joel Litman here: altimetry.com Find Kerry here: FSN and here: inflation.cafe
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1817 episodi
Manage episode 435193002 series 1401217
Contenuto fornito da Kerry Lutz. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kerry Lutz o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Prof Joel Litman and Kerry Lutz discussed a range of topics related to the global economy and stock market. They highlighted the significance of recent elections in China and Russia in reshaping global business trust and reorganizing the world around US law and sovereignty. They also discussed the potential impact of the US election on the stock market and the economy, with Prof Litman expressing confidence in the US's ability to thrive in the global market regardless of the election outcome. The conversation also delved into the historical performance of the stock market, particularly focusing on the S&P 500. Both speakers expressed confidence in the S&P 500's potential for continued growth over the next five to ten years, advocating for a passive investment strategy in the index. They also discussed the complexities of investing in Chinese companies and the broader implications for global markets. Finally, Prof Litman provided a comprehensive analysis of the impact of corporate tax cuts on tax revenue, highlighting the growth and profitability of US companies and addressing criticisms of the tax cuts. Find Joel Litman here: altimetry.com Find Kerry here: FSN and here: inflation.cafe
…
continue reading
1817 episodi
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