This week, G3 welcomes Mike Edwards onto the pod to continue their exploration of how the 2024 election could impact markets today and in the future. As listeners know, Mike has been a frequent guest on the show given the eye-popping headlines we are witnessing as the 2024 election season approaches.

Topics covered in the conversation include whether the market has priced in the difference between MAGA and traditional Republicanism, Donald’s Trump’s potential immigration & tariff policies, Trump’s recent comments concerning NATO and his desire to be a dictator for a day, and President Biden’s perceived frailty.

Please check important disclosures at the end of the episode.

This episode was recorded on Tuesday, February 14th.

Timestamps:

• Should Trump win the election and remove sanctions on Russia, what could be the potential effects on the Russia-China relationship? [11:44]
• How might Inflation play into the tariff regime that Trump is proposing? [17:11]
• How are our European allies reacting to Trump’s statements concerning NATO? [22:27]
• Does Mike believe that the markets are likely to “freak out” if Trump wins? [31:25]

Resources:

• Jordi’s latest webinar
• NBER: Help for the Heartland? The Employment and Electoral Effects of the Trump Tariffs in the United States
• The Democratic Party is Having an Identity Crisis by Ezra Klein
• Historically Low Faith in U.S. Institutions Continues

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