Ep. 31 The Election Trade: Short Stocks, Short Oil, Long Gold
Tom Sosnoff and Dylan Ratigan explore how the upcoming U.S. midterm elections could affect stocks, bonds, commodities, and the broader economy. Using Brazil’s unexpected election result and dramatic market reaction as a warning, they examine whether investors are underestimating the possibility of a similarly volatile move in U.S. markets.
They discuss the risks of an unexpected Democratic sweep, growing pressure to tax billionaires and corporations, weakness in AI-related junk debt, and whether a handful of mega-cap technology stocks can continue supporting the market. Tom also reveals his…
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