My guest this week is Sam Rines, economist, author and managing director of Corbu LLC. Sam was the first guest on Making Markets one year ago, where a lot of his takes proved to be highly accurate. So we decided to record part II one week before the election. We start with his base case for the election, the potential scenarios, and what has and hasn’t been priced in. We then move onto a wider discussion on the economy, including the fed, the strength of the US consumer, AI and Sam’s portfolio positioning. Please enjoy this conversation with Sam Rines.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Making Markets

(00:01:04) Introduction to the Guest: Sam Rines

(00:01:20) Election Scenarios and Market Implications

(00:03:39) Potential Policy Impacts on Markets

(00:07:50) Tax Policy and Economic Predictions

(00:16:19) The Fed's Influence and Market Reactions

(00:23:37) Unique Macro Research Approach

(00:24:46) Resilient American Consumer

(00:25:41) COVID's Impact on Savings and Spending

(00:26:32) Cruise Industry Rebound

(00:27:59) Travel and Leisure Boom

(00:30:02) Income-Driven Expansion

(00:30:53) Work-from-Anywhere Culture

(00:32:33) Corporate Strategies and AI

(00:39:11) Global Investment Insights

(00:45:14) Hopeful Market Outlook

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