Macro Strategy Insights

Election Implications: Iran, Trade, Compute & Affordability

Post-Election Thoughts Academy had the privilege of guest hosting on Bloomberg TV yesterday morning between 8 and 9 am. Our segment starts at the 1 hour 44 minute mark and goes to the bitter end. 😊 It was all fresh at the time, and we were all trying to digest what the election meant. It might be more difficult asking questions than it is answering questions! But we covered a lot of ground and continue to work on our views on what this means going forward. We will quickly cover 4 here (using only 3 subsections). The Iran War. Trade ... Election Implications: Iran, Trade, Compute & Affordability

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