James McDonald
speaker
95 appearances
1 recordings
1 series
first heard Sep 2020
last heard Sep 2020
James McDonald’s voice in public audio — every appearance, attributed to the second.
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Appearances
WSJ Your Money Briefing · Market Preview: What to Expect in the Fourth Quarter · 29 Sep 2020
podcast
And so we think that volatility is going to come up.
As to the election itself, this will be one of the most hotly contested elections, not because the public doesn't know who it wants, but because the White House has already come onto the record and said they're going to contest it.
And we know we have a very litigious commander in chief and a very, I'll say, sensitive public right now.
If we look at the social movements that have happened this year, maybe they're not going
unprecedented, but they're certainly more severe than what we saw in the 68 riots or or any other time where we've been in an upheaval socially and we're very interested in seeing how the political scenario looks based on how the social construct of people navigating through these initiatives where it is social justice or
or whether it's quality, or whether it's diversity on Wall Street, or diversity in industry for that matter, we're really paying attention to the social issues as a clue as to how the election will happen.
And as far as the election outcome itself, because the Democrats have a history of raising taxes, that perception may cause rotation out of tech, where most of the profits are.
which would cause some pressure on the markets as well.
And so we have to take the polling of Biden versus Trump with a grain of salt.
Most had Mrs. Clinton winning in the last election.
And we can't really listen to polls, but we can keep our fingers on the pulse of society.
And I believe that as most political revolutions happen, it's based on the sentiment of the people.
And we want to watch these topics very carefully and be incrementally increasing our exposure to volatility along the way.
You know, there is little to study to get a grasp on what's possible here.
We have a three-headed monster.
We have an election year.
We have a pandemic.
And then, as you pointed out, we have a Fed that is doing things that no Fed has ever done.
And so we want to study each factor in and of itself, but then look at where there's overlap.
If we get a congressional agreement on how much money to inject into the economy, the Fed will then look at what that money does, right?
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