U.S. Election: Gamma Baptism of Fire (w/ Ash Bennington and Hari Krishnan) | Summary and Q&A

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November 3, 2020
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Real Vision
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U.S. Election: Gamma Baptism of Fire (w/ Ash Bennington and Hari Krishnan)

TL;DR

The U.S Election Day is causing nervousness in the market, but overall, equity markets are bullish. Ant Group's IPO was suspended by Chinese regulators after co-founder Jack Ma criticized them.

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Key Insights

  • ❓ The U.S Election Day is causing nervousness in the market, but overall, equity markets are enjoying a bullish move.
  • πŸ‘Ά The outcome of the election will determine the size and speed of a new stimulus package, as well as impact trade tensions and protectionism.
  • πŸ§‘β€πŸ’» Ant Group's IPO suspension highlights the conflict between large tech companies and powerful regulators.
  • πŸ’‡ Retail-oriented prime brokerage firms are cutting back on clients' risk limits, showing caution in the market.
  • πŸ₯Ί The volatility in the options market and dealer positioning can lead to exaggerated moves in the market.
  • 🏦 The balance sheet expansion of central banks does not necessarily have a reliable impact on credit spreads unless it is done at a significant percentage.
  • πŸš₯ Time horizon diversification is crucial, and managing risk and volatility can help improve the quality of portfolios.

Transcript

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Questions & Answers

Q: How is the market reacting to the U.S Election Day?

The market is experiencing bullish moves, but there is uncertainty due to the unprecedented nature of the election and the ongoing pandemic.

Q: What will be the impact of the election outcome on stimulus packages?

If Trump wins with Senate control, there may be a lame duck spending package. If Biden wins with Senate control, there could be anticipation of a massive spending bill.

Q: How will emerging markets be affected by the election outcome?

If Biden wins, emerging markets may benefit from a larger stimulus package. If Trump wins, there may be more trade tensions and protectionism.

Q: Why was Ant Group's IPO suspended?

Chinese regulators suspended the IPO after Jack Ma criticized them for stifling innovation. This highlights the conflict between large tech companies and regulators.

Summary & Key Takeaways

  • The U.S Election Day is causing uncertainty in the market, but investors are looking beyond the COVID-19 crisis with bullish moves in equity markets.

  • The outcome of the election will determine the size and speed of a new stimulus package, as well as impact trade tensions and protectionism.

  • Ant Group's IPO was suspended after Jack Ma criticized Chinese regulators, highlighting the conflict between large tech companies and powerful regulators.

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