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S2 E7: If Defense Wins Championships, U.S. Corporations Need to Adapt Accordingly
Manage episode 407673978 series 3563447
Sisällön tarjoaa Blue Chip Partners, LLC, Blue Chip Partners, and LLC. Blue Chip Partners, LLC, Blue Chip Partners, and LLC tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the impact of the $18 Big Mac meal, look at the seasonality of equity market returns within U.S. presidential election cycles, and consider if we should be worried about commercial real estate debt.
Conversation Markers:
- 0:35 – Introduction and market recap
- 1:39 – The impact of the $18 Big Mac meal
- 5:43 – Seasonality of equity market returns within U.S. presidential election cycles
- 10:53 – Should we be worried about commercial real estate debt?
- 14:18 – Takes of the Week
[Episode Length: 16:55]
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