Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
In this episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as a "political utility" where "number go up" has become the prevailing faith. Key topics include: Analysis of shifting market dynamics and investment philosophies The challenges of maintaining long-term perspective in a speculation-driven environment…
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