Election Special: The Final Countdown
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 3 November 2020
⏱️ 38 minutes
🧾️ Download transcript
Summary
In today’s episode, Host Emily Flippen and Asit Sharma take a friendly and Foolish look at the upcoming election, breaking down three scenarios: industries they believe would benefit from a Biden win, others that could benefit from a Trump reelection, and finally a company whose attractive opportunity is unchanged as a result of the election.
Stocks: AMZN, ADSK, TWTR, GOOG, NYT, CCL, CUK, RCL, NCLH, UNP, DE, MLM, CHRW, PFE, MRK
Check out more of our content here:
StockUp, The Motley Fool's weekly email newsletter
Reach us by Email @ IndustryFocus@fool.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods. |
| 0:19.0 | Wildcar! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.5 | Welcome to Industry Focus. Today is Tuesday, November 3rd and it's election day here in the United States. |
| 0:34.2 | I'm your host, Emily Flippin. |
| 0:35.8 | And today I'm joined by the Motley Fool's newest political commentator, |
| 0:39.5 | Osset Sharma, and we're going to talk about some companies |
| 0:42.3 | or industries in the wake of this election. |
| 0:44.4 | Austin, I'm obviously joking here. You are not obligated to be our political |
| 0:49.6 | commentator for the day, but I do appreciate you jumping on with me on election day to talk about some companies. |
| 0:55.3 | Yeah I'm excited to Emily you know what I figure we could use this as a demo reel maybe we'll talk politics so well |
| 1:02.1 | that we could do this in four years again, you know, |
| 1:05.3 | pitch a political show to the Motley Fool team, see what happens? |
| 1:08.4 | Nothing like a 26 year old's political opinion, right? |
| 1:11.8 | To really make an audience angry. |
| 1:13.4 | Well, either way, I really appreciate it. |
| 1:17.9 | And we are going to do our best to talk. |
| 1:20.4 | We obviously have no idea where this election is headed and a typical foolish fashion |
| 1:26.4 | we're long-term investors so I can't say that either of us has really spent a ton of time speculating about this election in our portfolios, but it will be kind of fun to have |
| 1:36.8 | those conversations today because there are a handful of industries and businesses that could be |
| 1:42.0 | impacted depending on where this election goes in the United States. |
| 1:46.0 | And I think it's worthwhile here on election day to give it a chat. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.