Election Day anticipation
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 3 November 2024
⏱️ 6 minutes
🧾️ Download transcript
Summary
Show Notes
Here's how to invest for a Trump or Harris presidency
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's |
| 0:09.9 | market-moving events, along with the weekend's top news and analysis. |
| 0:14.3 | Hello, today is Sunday November 3rd, and I'm your host, Kim Con. |
| 0:18.6 | Tuesday is all anyone will thinking about as Americans go to the polls, |
| 0:22.4 | and no matter which party you support, tensions are high. |
| 0:25.9 | The battle between Vice President Kamala Harris and former President Donald Trump |
| 0:30.0 | is pretty much a deadlock. |
| 0:31.9 | Seeking Alpha held an election event this past week for advice no matter what the outcome. |
| 0:36.6 | Among the highlights, Chris Smith Jr., |
| 0:39.1 | leader of the Sifting the World Investment Group, says, on the spending half of the ledger, |
| 0:43.6 | they're both catastrophes. We have two big government, big spending parties that are hard to differentiate. |
| 0:49.8 | Brad Thomas, investing group leader of IREET plus HOIA capital, says, when it comes to the data centers, you got to go either way politically. |
| 0:58.5 | All sides are going to benefit from massive growth in technology. |
| 1:02.6 | Eric Bazmangian, investing group leader of EPB macro research says, should the economy go into recession or fears of recession resurface, the market will quickly dip |
| 1:12.2 | in probably in an abrupt and chaotic fashion. |
| 1:15.9 | SA analyst Florian Grumas, managing director at Midas Touch Consulting, said he's very |
| 1:21.3 | bullish on Bitcoin contending it will break into a new record high and eventually hit $100,000. |
| 1:27.7 | And Joe Albano, investing group leader of tech cash, says, even with the NASDAQ at highs, |
| 1:33.9 | I think there's structures on the chart that aren't really giving me the warm and fuzzies |
| 1:38.0 | for where we're going to be at the beginning of 2025 and even in Q2. |
| 1:43.0 | Of course, only a generationally important election could push the Fed down |
| 1:47.5 | on the front page. Whether or not there is a winner, the Fed will have its decision on Thursday. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Seeking Alpha, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Seeking Alpha and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

