Michael Zezas: Elections and Their Influence on Markets

This podcast episode examines the 2024 US election's influence on markets, showcasing the uncertainty and complexity of making predictions. It highlights the lack of accurate polling data over a year before the election, the evolving nature of policy consequences, and the likelihood of unforeseen outcomes, thus emphasizing that paying close attention to the election at this early stage is premature. The speakers focus on the need for ongoing assessment of potential impacts, especially in tax policy, technology regulation, and defense expenditure, ensuring they will notify investors when the time is right to engage in preparatory efforts.