Democrats are now in control of both houses, although margins are very thin, and Republicans are more divided following the assault on Congress. With polar opposite priorities of the Trump administration, will more of the Biden administration’s economic agenda now be enacted? Senior Economic Advisor Nick Sargen, PhD is joined by portfolio managers Dan Carter, CFA and Austin Kummer, CFA to discuss recent political developments and the possibilities for investment strategy.
- Nick Sargen recaps recent political developments and his forecast for the U.S. economy (00:00 – 16:09)
- Dan Carter analyzes fiscal and monetary policy and their potential impact on interest rates (16:10 – 22:12)
- Austin Kummer discusses the possible implications the rapidly evolving economic outlook could have on markets and options for positioning portfolios (22:13 – 29:30)
