Episode 11 | What issues are top of mind for the American public? John Faso, former New York U.S. Representative, 19th District, explores the economy, foreign and fiscal policy, and more, breaking down how each topic could play for or against the presidential candidates.
This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.
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We’ll continue to sit down with research analysts and political experts to examine key topics in the 2024 US election. You’ll find our most recent conversation here, but there are more to watch.
With enough delegates secured to win the major party nominations, the presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. What are the implications of their policy proposals? How will events abroad impact politics at home? And what does it all mean for investments?
Part 1 of this conversation breaks down the state of the race, part 2 examines the geopolitical landscape as we approach November, and part 3 discusses the implications for the economy and financial markets.
This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.
Frank Kelly | The race Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS
Mike Rogers | The world Former Director of the National Security Agency
David Rubenstein | Investments Co-Founder of The Carlyle Group
Conversation with Mark Haefele and Marko Papic
A special conversation on the US elections
With Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, and Marko Papic, Chief Strategist at Clocktower Group
This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.
A note on NATO
With Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, and Marko Papic, Chief Strategist at Clocktower Group
This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.
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