Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
October 17, 2024•1 min read
In this episode, we cover the U.S. election, who will win and what America’s foreign policy will look like for Trump or Harris. We discuss the powerful American consumer driven economy, how to position your portfolio, the untapped equity in American’s homes, and getting us current on the last 4 years since the last time Marko joined us.
Today's hosts are Steve Curley, CFA & co-host Chris Cannon (CIO/Principal, FirsTrust)