9/3/2024 Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence

In this episode, Brian Wesbury discusses the implications of a Trump victory in the recent election. Recorded the day after Election Day, Brian suggests potential changes in economic policy, tax policy, and other key areas concerning the future economic landscape.

Bob Stein, Deputy Chief Economist at First Trust, analyzes the probabilities of different election scenarios. The podcast also explores how tariffs and other tax policies might affect the economy, while discussing the implications of government spending, and considers if advancements in AI might pave the way for universal basic income initiatives.

Bill Housey, managing director of fixed income at First Trust, discusses recent developments in the bond market, including why long-term interest rates have risen since the Fed began cutting rates, where we are in the economic cycle, and what the implications are for bond investors.

Dave McGarel provides insights on what sort of stocks are poised for long-term outperformance in light of Fed rate cuts, valuation gaps, and factor analysis.

Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets.