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Reacting to the Blue Wave: Is the Market Overreacting?
November 4, 2026 - A blue wave at the ballot box. A rally in stocks. A sharp selloff in oil. How much actually changed overnight?
Zach and Chase react to the midterms and debate what divided government could mean for investors. Markets may welcome gridlock, but does the election justify the size of today’s moves—or are positioning and crowded trades amplifying the reaction?
The discussion covers the outlook for the Iran conflict, growing opposition to data centers, and whether restrictions on AI infrastructure would slow spending, move it overseas, or push companies toward smaller facilities…
The skinny
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