Gunjan Banerji
speaker
560 appearances
12 recordings
1 series
first heard Apr 2018
last heard Nov 2024
Gunjan Banerji’s voice in public audio — every appearance, attributed to the second.
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Appearances
There is one big caveat here, of course, and that is that investors might be getting ahead of themselves in terms of what the Trump trade even is.
Well, you know, as one investor said to me this week, people are pricing in all the good stuff, none of the potentially bad stuff.
For example, threats of tariffs really weighed on stocks at times during Trump's last administration.
And James McIntosh at The Journal had a great column on this recently where he pointed out that some of the Trump trades after the 2016 election quickly faded.
It's been crazy.
Doge, is everything a meme now?
Seriously, is everything a meme now?
I know.
And I think people are betting it's going to continue.
It's a good time to be a crypto bro.
Well, we should and we'll chat way more about this in a future episode.
Well, we want people to come back and listen, don't we?
But I think perhaps it seemed like the big issue for the election, even more so than crypto really, was the economy and how people felt about the economy.
That really seemed to push voters toward Trump, who was making a huge case that he was going to bring inflation down.
He was going to bring jobs back to America.
boost manufacturing here.
And in terms of inflation, I keep wondering, are we done talking about it?
Because everyday Americans are still very concerned about it.
But I wonder how much investors are paying attention to it now.
What do you think?
Showing 41–60 of 560 · page 3 of 28
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