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Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

By CFA Institute
Thu, Oct 17, 2024 at 11:35AM

Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

In this episode, we cover the U.S. election, who will win and what America’s foreign policy will look like for Trump or Harris. We discuss the powerful American consumer driven economy, how to position your portfolio, the untapped equity in American’s homes, and getting us current on the last 4 years since the last time Marko joined us.

 

Today's hosts are Steve Curley, CFA & co-host Chris Cannon (CIO/Principal, FirsTrust)

 

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