The Daily Disruptor

S2E2 - Special Weekend Edition - How To Position Yourself For Trump or Biden Victory

36 min · 31 okt 2020
aflevering S2E2 - Special Weekend Edition - How To Position Yourself For Trump or Biden Victory artwork

Beschrijving

Expanding on the ideas from Epi 1 Examples of candidate backing ---- Banks such as BofA Are commodities a safe haven regardless of who wins? What is tail risk? Big Pharma and Biotech Legacy energy resources Increased military spending - LMT and NOC VIX and the problem with retail margin with increased volatility Stardegy for market corrections Healthcare Gold and Silver Why is silver especially set to explode? SILJ Emerging market equities Trade tariffs ecommerce companies that service emerging markets Funding of preschool education WFanywhere tech Teladoc TDOC Why timing matters when identifying mega trends. Which REITS could do well. Infrastructure and Materials space Costco and Home Depot Find out more at https://the-daily-disruptor.pinecast.co [https://the-daily-disruptor.pinecast.co]

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aflevering S2E2 - Special Weekend Edition - How To Position Yourself For Trump or Biden Victory artwork

S2E2 - Special Weekend Edition - How To Position Yourself For Trump or Biden Victory

Expanding on the ideas from Epi 1 Examples of candidate backing ---- Banks such as BofA Are commodities a safe haven regardless of who wins? What is tail risk? Big Pharma and Biotech Legacy energy resources Increased military spending - LMT and NOC VIX and the problem with retail margin with increased volatility Stardegy for market corrections Healthcare Gold and Silver Why is silver especially set to explode? SILJ Emerging market equities Trade tariffs ecommerce companies that service emerging markets Funding of preschool education WFanywhere tech Teladoc TDOC Why timing matters when identifying mega trends. Which REITS could do well. Infrastructure and Materials space Costco and Home Depot Find out more at https://the-daily-disruptor.pinecast.co [https://the-daily-disruptor.pinecast.co]

31 okt 202036 min