This podcast analyzes the potential impact of the upcoming 2024 U.S. presidential election on various sectors, geopolitics, and specific policy initiatives. The speakers anticipate the election to influence specific sectors rather than the broader market, as lawmakers have focused on deficit-reducing policies in recent years. Sectors to watch include clean tech, AI-exposed stocks, healthcare, and tech. The discussion also explores different election outcomes and their implications for sectors, as well as indicators to track the presidential race.
