cover of episode Trump Wins — ft. Anthony Scaramucci

Trump Wins — ft. Anthony Scaramucci

2024/11/7
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A
Anthony Scaramucci
曾任白宫通讯主任，现为SkyBridge Capital创始人和管理合伙人，知名金融和政治评论家。
E
Ed Elson
与 Scott Galloway 合作主持《No Mercy / No Malice》播客，分析市场和政治事件。
S
Scott Galloway
一位结合商业洞察和个人故事的畅销书作者、教授和企业家。
Topics
Scott Galloway 认为市场对特朗普当选的反应表明对通货膨胀和减税的预期，并且总统的影响力可能被高估。他也对特朗普媒体股票的未来表示担忧。Ed Elson 对特朗普当选感到失望，因为他期待一位女总统，并对不得不持续关注特朗普感到厌倦。Anthony Scaramucci 则分析了特朗普的胜选策略，指出他吸引了那些认为自己被排除在外的选民，并表达了对特朗普部分政策的担忧。

Deep Dive

Chapters
The podcast opens with a discussion on the market's reaction to Trump's election win, focusing on the initial reactions and the predictive power of markets versus polls.
  • Bitcoin hit a record high, and Trump Media stocks saw significant fluctuations.
  • The market's reaction indicated fears of inflation and expectations of tax cuts and deregulation.
  • Polly Market's predictive accuracy was questioned, highlighting the complexity of market predictions.

Shownotes Transcript

Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scaramucci returns to the show to identify what promises Trump will or won't keep, share what he thinks about Elon’s role in the campaign, and predict who will be in Trump’s cabinet. He also offers his thoughts on the betting markets and what will happen to Donald Trump Media stock. 

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