An Early Guide to the 2024 U.S. Elections

This podcast episode analyzes the upcoming 2024 U.S. presidential election and its potential impact on the market. It emphasizes that the election is unlikely to have a broad macro effect due to the focus on policies with sectoral impacts, such as AI regulation, energy permitting, and tax policy, rather than broad economic policies. Significant sectors to watch include clean tech, AI-exposed stocks, and tax-sensitive sectors like tech and healthcare.