Positioning Portfolios for the Midterm Elections

We discuss how investors can navigate election uncertainty and position their portfolios.

(1:00) - Will Markets Move Higher After Midterm Elections?

(4:50) - Breaking Down The AI Investment Trade In Its Current State

(7:10) - Understanding The Impact of Midterm Elections On Finance, Defense and Energy

(14:15) - What Types of Change Should Investors Be Aware of Heading Into Elections?

(17:25) - State Street SPDR Portfolio S&P 500 ETF & Nasdaq 100 ETF: SPYM & QNDX

(22:45) - Episode Roundup: SOXX, XLKI, JEPQ, XAR, ITA, XLF

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