This podcast episode features Michael Zizis from Morgan Stanley as he discusses the current U.S. election landscape, arguing that despite various recent developments, the race is still a toss-up. He analyzes factors such as the Democratic convention, shifting polls, and the impact of third-party candidates, underscoring that significant electoral changes are unlikely. Zizis also offers investment advice, suggesting that the economic cycle will play a more crucial role than the election in shaping market outcomes, and advises investors to prefer bonds over stocks in this uncertain climate.
