E34: From Ballots to Bull Markets - Analyzing the Presidential Election's Influence on Investing

Badger returns from his motorbike trek to Budapest, but barely survives not losing his head. Monkey is still stuffing his face with cannolis in small-town Sicily (home of shoddy internet speeds and the reason why we have no video this week!).

Trump and Biden are two of the most compromised presidential candidates of all time — but is one somehow better than the other from an investing perspective? We discuss the lack of systems thinking, the blaming the other guy syndrome, and whether clean energy and Inflation Reduction Act businesses would do better under Biden part II than under Trump part II. Mentioned: Nate Silver’s 538 election outcome probabilities https://projects.fivethirtyeight.com/2024-election-forecast/?cid=rrpromo and Betfair.com.

As the world gets increasingly more complex, it also becomes more dangerous. Badger talks about the companies he’s going to focus on more exclusively in response to the shifting AI/cybersecurity demands, including CrowdStrike $CRWD and Anduril. Monkey is thrilled to hear this, and offers his own area of focus in a time of increasing energy needs: battery companies. $EOSE $ENVX

Financial statements can keep many folks from investing. But former CFO @IAmClintMurphy reframes them in language you can understand: Is your company stable? profitable? will it survive?

Let us know how you see the upcoming US presidential election affecting your life as an investor, and what megatrends and specialized areas you’re focusing on in the coming months and years!

Segments:

[00:00:00] Intro

[00:03:31] How Will The Next Government Impact Our Investments

[00:13:35] Investing in an Increasingly Dangerous World

[00:17:52] What Financial Statements Tell You About A Company

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