On the first of each month, I share reflections on the market in our private podcast. This enables me to tie together the various threads of our work and connect the dots between what I observe and hear during my travels and interactions with people.
While many of you are podcast buffs, some prefer the magic of the written word. This is an edited transcript of the recording, without my typical writing flair. Here goes:
Last month, we wondered if the confidence in Donald Trump’s potential victory in the presidential election was turning into hubris. Could the weekend of the assassination attempt signify the peak of Trump’s popularity? Now, with Kamala Harris set to become the Democratic presidential nominee, the media’s focus will likely shift from Joe Biden’s age to Trump’s missteps. With three months remaining until the election, there will be ample opportunities for errors.
Considering Harris’s newfound popularity, I believe she will be a f
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