Money Life With Chuck Jaffe Daily Podcast

Almanac's Hirsch: 'The players have changed, the election year path endures'

Informações:

Sinopsis

Jeffrey Hirsch, chief executive at Hirsch Holdings and editor of the Stock Trader's Almanac — which tracks stock market performance relative to presidential terms and election cycles — says that while the upcoming election is no longer a battle between two second-term presidents, the potential election of a first-term president in Kamala Harris would not result in much change for the market. While first-term presidents historically hit the ground running and make some of their most drastic moves early, Hirsch says Wall Street is prepared to adjust, which leaves him more concerned with how the market will perform late in the term — in 2026 — than he is concerned with what happens close to the election. Adam Rozencwajg, managing partner at Goehring and Rozencwajg — which specializes in investing in natural resources commodities — discusses the recent rally in natural gas and makes the unusual case for it as a play that's adjacent to the artificial intelligence boom. And speaking of "AI-adjacent" investment pote