Episode description
Episode description
Tune in to hear:
- How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024?
- How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year?
- What would Tim tell clients who want to invest based on their political views?
- Research has found that when investors’ political candidate of choice is not elected, they invest more internationally and are less bullish on the US. In addition, they are more averse to risk for that period of time and that there is a 2.7, annualized, under performance for those investors. What does Tim think about these findings?
- Why is having a contentious Congress potentially not that bad?
- What is Tim’s counsel for those worried about the 2024 election, as it relates to investing?
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