Welcome to the Money Tree Investing Podcast.

Stock market, wealth, personal finance, value stocks, invest in your life.

Hello, Smart Money Tree Podcasts listeners. Welcome to this week's show.

My name is Kurt Chisholm and I'll be your host. So today I'm joined with Matt Gertkin.

How are you doing any Matt?

I'm doing all right. Thanks, Kirk. Good. Well, I wanted to bring Matt onertkin. How are you doing any, Matt? I'm doing all right. Thanks, Kurt.

Good.

Well, I wanted to bring Matt on the show because we're going to have a really interesting 2024.

And with a lot going on, I wanted to bring on somebody who's really strong in the macro strategy

department.

So, Matt, maybe you can tell us a little bit about your background. So I started at strategic forecasting, otherwise known as StrapFor, which is based in Austin,

Texas. And I learned the ropes of geopolitical strategy. I then joined on at BCA research in 2015

with the geopolitical strategy, which was a very unique product, which was begun by a good friend

of mine, Marco Poppich, who has written sort of the locus, classicists on geopolitics and financial markets.

And at BCA, we were really trying to combine these different forms of study. I mean, macro investing with geopolitical analysis.

In 2021, I launched a U.S. political strategy, which is sort of a complementary product to go

along with the geopolitical strategy so that we can cover the events happening in the U.S.,

which have taken on such importance in the political sphere.

Yeah, I mean, obviously in 2024, we have a presidential election, which, if nothing else,

will be entertaining and hopefully it comes out in the benefit of everybody, whatever it tends to be.

But maybe you could talk a little bit about how people are looking at that, how are they

handicapping it, like, what are the impacts going to be for investors and the economy? From an investment point of

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