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Everything you know about the US election and markets is wrong
With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what?
Dr David Allen from Plato Investment Management joins the podcast to discuss:
- why traditional energy stocks rose 150% under Biden
- clean energy rose 150% under Trump
- how betting markets can be more accurate than pundits
- why the consensus narratives are largely inaccurate over time, and
- the one sector that is likely to outperform whatever the outcome.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.