Dan Clifton - The market risks hiding in the U.S. midterms

What do the U.S. midterms mean for markets? Head of Policy Research at Strategas Research Partners, Dan Clifton, joins host Dustin Reid to unpack how control of Congress could shape policy, why the Senate matters for sectors such as banks, industrials, defence and health care, and how election outcomes could influence the outlook for data centres and AI investment.

Then, Prerna Mathews joins Dustin to explore what these shifts could mean for advisors, including how to frame election-driven volatility with clients, why portfolio drift deserves attention in noisy markets, and where sector-level risks may matter more than broad market movements.