A look at the disconnect between the market and economy now and a look at what’s potentially in store for the market over the next few years.
[1:10] Why the disconnect between the stock market and the economy?
[4:29] 3 market outlooks with milestones for key factors on progress and timeframes associated with those stages, Act 1 now through the election – unlocking uncertainty
[9:57] Don’t let negative political sentiment cause you to miss out on returns
[11:14] Act 1 continued, removing uncertainty around COVID-19 through herd immunity and timeframe
[13:45] Act 2 – 4.3T in cash with potential to enter the market and historical context on this happening in past.
[15:56] Timeframe on cash getting invested in the stock market with surfing analogy
[17:12] Fear of taxes going up and realistic timeframe on changes to tax code
[19:21] Laws made in congress not the White House
[21:48] Act 3 – taxes on corporations go up and potential consequences on the stock market
[25:23] Summary of Acts
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