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The John Batchelor Show

#Markets: #POTUS: dodging a catastrophe. Liz Peek The Hill. Fox News and Fox Business

The John Batchelor Show

John Batchelor

Society & Culture, Arts, News, Books

4.52.8K Ratings

🗓️ 17 July 2024

⏱️ 7 minutes

🧾️ Download transcript

Summary


#Markets: #POTUS: dodging a catastrophe. Liz Peek The Hill. Fox News and Fox Business
https://www.foxnews.com/opinion/trump-wins-pile-up-republican-convention-begins

1909 White House

Transcript

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0:00.0

Ah, she's brilliant. Miss, I finally got plans out the group chat. We get it. Four votes for a festival,

0:05.9

three for a city break. It's hard to adhere to everyone's needs. There's Betty with her oversized

0:10.2

tent. Sarah and her six foot eight boyfriend.

0:13.1

All right.

0:14.0

Roger Junior and his dog, Roger Senior.

0:16.8

And don't get us started on Mel.

0:19.4

But, like a marriage counselor, she's the one keeping things together.

0:22.6

All aboard Miss I finally got plans out the group chat. Keep everyone's plans alive when you

0:27.1

travel with us. P, and O'Ferees, there is another way. I'm John Batsu with my colleague Elizabeth Peek, who writes a column for the hill,

0:40.1

come for Fox News, much on Fox Business Business and we're looking at the presidential

0:44.0

contest right now and what Bloomberg John authors columnists I recommend to

0:49.6

everybody tags and other people do it's not unique as a Trump trade and Liz to go fast on this

0:57.2

a Trump trade is financials steepening yield curve and energy. Is that correct? Is there anything else?

1:07.0

I'm sure there are other things that we could kind of delve into. You have to start thinking

1:11.8

about what tariffs might mean for domestic

1:13.9

manufacturers versus importers etc but certainly oil is number one

1:18.7

Schlumberger Halliburton the companies that provide oil field services to companies drilling for oil.

1:24.0

Those are obvious companies that would benefit from an administration that

1:29.4

really embraces and encourage domestic oil and gas production, that's the Trump promise and I think those kinds of

1:36.2

stocks will do quite well.

1:38.2

Banks because what's happening, John, is that the administration, the Fed, Treasury is very worried about

1:46.7

regional banks right now. The commercial real estate impact, lower valuations on commercial real estate.

...

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