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Election Special with Libby Cantrill of PIMCO (Ep. 75)

Election Special with Libby Cantrill of PIMCO (Ep. 75)

FromFacts vs Feelings with Ryan Detrick & Sonu Varghese


Election Special with Libby Cantrill of PIMCO (Ep. 75)

FromFacts vs Feelings with Ryan Detrick & Sonu Varghese

ratings:
Length:
47 minutes
Released:
Mar 6, 2024
Format:
Podcast episode

Description

As the race to the White House heats up, experts from the financial sector weigh in on the high-stakes implications of the upcoming presidential election.Today on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the upcoming presidential election's potential effects on financial markets with Libby Cantrill, Head of Public Policy at PIMCO. They dissect the political landscape's influence on the markets and discuss Joe Biden's likelihood of remaining the Democratic nominee, comparing the current political climate to historical elections. Their conversation also covers pivotal issues that could sway key battleground states, and how re-election campaigns might influence stock market performance. Additionally, they touch on the role of Congress in fiscal policy and the implications for equity and bond markets.Libby discusses:The impact of the upcoming presidential election on financial marketsSignificance of the US dollar as the world's reserve currencyThe government spending deficit and its implicationsThe strength of the US economyPotential nominees for the presidential electionImportance of state polling in critical statesThe impact fiscal policy has on stock market performanceAnd more!The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC., or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.Resources:Donate to St. Judes - Events.stjude.org/leapdayAny questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com Connect with Libby Cantrill: PIMCOLinkedIn: Libby CantrillConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Ms. Cantrill is head of U.S. public policy and a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. She has served as a rotating member of the firm’s Executive Committee and is a founding member of PIMCO Families and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 19 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charter holder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations and sits on the boards of Covenant House New York and the Securities Industry and Financial Markets Association ("SIFMA").Libby Cantrill is not affiliated with CWM, LLC.
Released:
Mar 6, 2024
Format:
Podcast episode

Titles in the series (83)

This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.