Chapter

Market's Short Term View on Trump's Election
listen on Spotify
1:18:00 - 1:24:22 (06:22)

The market seems to be indicating that Trump's election is a palatable alternative, as the S&P is starting to rise and the bond market predicts lower stimulus in the market, while the 30 and 10 year went from a couple hundred basis points to 50 basis points in August.

Clips
Despite the Democrats' anxiety, the market is currently showing a rise in the S&P and dropping bond market, indicating a preference for Trump as president and lower stimulus in the market.
1:18:00 - 1:22:13 (04:13)
listen on Spotify
US Election
Summary

Despite the Democrats' anxiety, the market is currently showing a rise in the S&P and dropping bond market, indicating a preference for Trump as president and lower stimulus in the market. However, the recent shift in betting and stock markets suggests a growing sense of despondency among Democrats.

Chapter
Market's Short Term View on Trump's Election
Episode
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The sanctimony present in urban and coastal areas is being voted against by people who disagree with decisions like closing down states and lakes.
1:22:13 - 1:24:22 (02:09)
listen on Spotify
Politics
Summary

The sanctimony present in urban and coastal areas is being voted against by people who disagree with decisions like closing down states and lakes. The topic of politics is like the saying “opinions are like assholes” and it is not appreciated by everyone.

Chapter
Market's Short Term View on Trump's Election
Episode
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Podcast
All-In with Chamath, Jason, Sacks & Friedberg