Cole Macro: markets showing 1. pricing in Trump win & 2. want Trump win; Trump voter=Dem 20 yrs ago
Cole Macro: markets showing 1. pricing in Trump win & 2. want Trump win; Trump voter=Dem 20 yrs ago
Cole Macro: “There’s really two things that the markets are showing right now — one, that they’re pricing in a Trump victory and two, that they want a Trump victory.”
Leavitt: Our internal polls have President Trump leading in every key battleground state. We are cautiously optimistic about a big victory tomorrow night as long as everyone turns out to vote.
Leavitt: “It’s not surprising that [NBC] did not reach out to us… I think it speaks volumes that Kamala Harris skipped a meeting with voters in Detroit, Michigan to divert her plane and head to New York City to do this SNL skit.”
Jay Clayton: “The Trump voter is a different voter today than the Republican voter of 20 years ago. In fact, the Trump voter of today was a Democrat voter 20 years ago.”
https://www.facebook.com/HygoNewsUSA/videos/927461635952223
Cole Macro: markets showing 1. pricing in Trump victory & 2. want Trump victory; Trump voter=Dem voter 20 yrs ago
Key Points
Cole Macro: “There’s really two things that the markets are showing right now — one, that they’re pricing in a Trump victory and two, that they want a Trump victory
Leavitt: Our internal polls have President Trump leading in every key battleground state
- We are cautiously optimistic about a big victory tomorrow night as long as everyone turns out to vote
- Leavitt: “It’s not surprising that [NBC] did not reach out to us
Transcript Highlights
The following is transcribed from the video audio:
- There’s really two things that the markets are showing right now
- One that they’re pricing in a Trump victory and two that they want a Trump victory
- You mentioned how well the markets have done this year, equity markets up a lot, crypto markets up a lot
- To me, one of the things that was most telling was how the markets have reacted post the failed assassination attempt on Trump in July, where literally right after that you saw Bitcoin absolutely rip
- We know how friendly the Trump administration would be to the crypto markets
- What that was showing to me is in an extremely liquid market crypto, how positively they reacted to a failed assassination attempt on Trump and the odds of a Trump presidency rising substantially
- Obviously, right now we’ve seen a small dip in equity markets, but when you zoom out this year, equity markets are up a lot
- Why do markets care so much about a Trump victory
- I think it’s much more substantial than an average presidential election
- When you think about the AI revolution, what the AI revolution will do is exponentially increase the rate of technological change
Full transcript: 670 words transcribed via Whisper AI.