In this week’s MoneyShow MoneyMasters Podcast, Jim Bianco, president and macro strategist at Bianco Research, and Jeff Hirsch, editor-in-chief of The Stock Trader’s Almanac and Almanac Investor, explain what is happening, why it’s happening, and what you can do to adapt and profit as an investor.
We start with a discussion of the just-completed election, including why we saw an effective “red sweep,” how betting markets “got things right” ahead of pollsters, and what that means for future election cycles. The conversation next covers the massive moves in equities, Treasury yields, the US , gold, and – as well as why select market sectors and small cap stocks are cheering a Trump win.
Jeff weighs in on what past presidential election cycles say about the likelihood of this post-election rally continuing into 2025, while Jim brings up the biggest fly in the ointment that could derail the bullish train. We then pivot to Fed policy and what to expect at the next few meetings…how the epic battle between Chairman Jay Powell and the bond market vigilantes will unfold…and what fixed-income strategies make the most sense for investors. Jeff also shares some of his favorite sectors and stocks, as well as which asset class he’s most bullish on in a new Trump administration.
This content was originally posted on the MoneyShow YouTube Channel
