Bob Elliott, CEO of Unlimited, discusses the likely market reaction to the Presidential election result, as well as the FOMC decision this week.
Watch Bob Elliott's last interview with me: https://youtu.be/vnH1Saks9kY?si=BMML4IwfezQoI-3F
*This video was recorded on November 5, 2024
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0:00 - Intro
0:33 - Most Consequential Election of a Lifetime
1:54 - Market Impact: Trump vs. Harris
5:54 - Fiscal Policy & Market Trends
10:06 - Divided Government’s Potential Market Effects
13:34 - Immigration & Labor Market
15:13 - Fed's Influence vs. Election
16:19 - Gold
18:24 - Market Predictions for 2024
21:10 - U.S. dollar and bond yield outlook
22:50 - Consumer spending outlook
25:40 - Changes to portfolio after election
26:45 - Most bullish asset for 2025
#investing #stocks #election
