Markets & outlook · Podcast

You Ain’t Seen Nothing Yet with Daniel Clifton

For wealth professionals, it is a policy-research discussion that ties election outcomes and Washington questions to sector moves, rates and market conditions clients may ask about.

Streams from the publisher’s own feed. Nothing loads until you press play.1 hr 12 min

Summary

By the markets & outlook desk

On episode 267, Josh Brown and Michael Batnick speak with Dan Clifton of Baird Strategas about the market turmoil after the 2026 midterm elections. They cover the selloff in Nvidia and AI stocks, data-center backlash, Big Tech spending, oil and the Iran war, the Fed and rates, healthcare and biotech, drug pricing, and congressional stock trading.

The episode discusses the market reaction and the selloff in Nvidia and AI stocks after the 2026 midterms.
It examines whether backlash against data centers could affect the AI boom and how the election could reshape Big Tech spending.
It covers oil prices and the Iran war, the Fed and interest rates, strength in healthcare and biotech, and drug pricing.
It asks whether Washington will crack down on congressional stock trading and government corruption.

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