Ep.124: Market Thoughts After a Trump Victory

Contrary to a lot of expectations, we already seem to know the basic shape of American government going forward, with Donald Trump as President with a Republican Senate and (likely) a marginally Republican House. In this podcast episode, the Inflation Guy addresses the initial market moves, which he characterizes as the "Trump caricature" response, and explains which of these moves make sense, and which are likely senseless knee-jerk reactions to cartoonish representations of Trump's likely priorities come January 20th.

NOTES

Ashton, Michael, The Efficient Tariff: Systematically Balancing Security and Welfare Concerns (March 1, 1992). The American Economist, Vol 36, No 1, 1992, pp 44-52. , Available at SSRN: https://ssrn.com/abstract=2915287

Blog post on sizing positions when volatility changes: “Kicking Tails” (Feb 2018) https://inflationguy.blog/2018/02/12/kicking-tails/

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (September 2024)” (https://inflationguy.blog/2024/10/10/inflation-guys-cpi-summary-september-2024/ )

Very important blog post: “What Makes a Stable Coin Stable?” https://inflationguy.blog/2024/10/31/what-makes-a-stable-coin-stable/

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