Markets & outlook · Podcast

Skip the Midterm Noise—Think Like the Markets

For wealth professionals, the episode frames midterm outcomes through policy areas the description ties to portfolio considerations rather than party politics. It may be useful for thinking about how political headlines connect to markets and positioning.

Streams from the publisher’s own feed. Nothing loads until you press play.35 min

On the publisher’s site

Summary

By the markets & outlook desk

The WashingtonWise episode, hosted by Michael Townsend with guest Kasey McCurdy, applies a portfolio-first lens to political headlines around the midterms. It discusses what investors should watch if one or both chambers of Congress change party control, focusing on portfolio implications of federal debt, interest rates, artificial-intelligence regulation, data center build-out, healthcare policy, tariffs and cryptocurrency.

The episode brings a portfolio-first lens to political headlines around the midterms.
It discusses what investors should watch if one or both chambers of Congress change party control.
It focuses on portfolio implications of federal debt, interest rates, artificial-intelligence regulation, data center build-out, healthcare policy, tariffs and cryptocurrency.

Similar items

Same topic

The Fed's Illusionary Economic Influence	Fisher Investments	4 min	Oct 27
Diversifying Globally Without Giving Up Yield	PIMCO	4 min	Oct 27
Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI	The Compound and Friends	1 hr 1 min	Oct 27
Josh’s “Dirty Dozen” Stock Charts \| WAYT?	The Compound (Ritholtz Wealth)	59 min	Oct 27
Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio	Morningstar	59 min	Oct 27