Welcome back to the stage of great podcast, everyone.

I am Tim Bowen back with Matt McCall.

By the way, Matt, want to thank you for filling in for me last week.

I had a kind of a last minute trip and just couldn't make the logistics work.

So great teamwork. I always I appreciate that.

That's why I like having you know, you know, someone to back me up. So, um, thank you for filling in.

And hopefully everybody enjoyed that solo episode. I'm sure you'll get stuck with me solo at some point

too. But, um, so guys, here we are. The day this gets released will be 20 days from the election. So,

you know, probably, you know, maybe the most, you know, contentious election in history or at

least in my lifetime. Like I mean, I remember a lot of elections and, you know, people were

hot, but this one seems to be the hottest. And, you know, at the end of the day, I think there's going to be a lot of, you know, repercussions in the stock market, depending on who gets voted, who gets voted in. And, you know, Matt and I are just going to kind of talk about that. And then, you know, we're debating a little bit before the episode we're uh

you know just to have kind of have fun i mean it's podcast at the end of the day we're we're gonna

give us some predictions and uh you know what we'll do is obviously we don't know who's

going to win yet but we'll probably come back maybe late november late december and kind of

review these things and you know hopefully we get something right we

get one out of a hundred right you know hey even a blind squirrel finds a nut every now and then but

um but anyway so that's the goal for today um and listen guys full full disclosure this one is

going to be probably a little opinionated so um you you know, we're going to kind of talk about

what we think, who we think should win and what we think will happen. So, hey, man, at the end of the day, it's a free country. Hopefully you'll respect our First Amendment rights to give our opinion. But on that note, post your opinions in the comments. Like, hey, we're not afraid of a little heat or if you agree with us, let us know what you think. So that being said,

welcome back, Matt. How's it going, my man? Thanks. Welcome back, Tim, to you. Glad to have you back in the driver's seat here. All going good. And I agree with you. I think, you know, I try to stay apolitical. I have been my entire career, especially when I'm managing money because I'm managing money for people on both sides.

So you don't want to piss anybody off and get half my market cut in half. But it's also important to share views and, you know, what the market's telling us of who potentially could win this election. It is contentious. And I still consider it's a coin toss, but I've seen some

action in two separate markets in the last week, week and a half that are pointing towards one

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