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Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills
Manage episode 451333763 series 3053758
In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, is joined once again by Ed Mills, Managing Director and Washington Policy Analyst at Raymond James.
The discussion covers potential impacts of U.S. policy shifts under various leadership scenarios. From bipartisan tensions surrounding semiconductor export restrictions to healthcare reforms and defense spending, Ben and Ed analyze how these developments could influence global markets and investor strategies. They also examine the far-reaching implications of the ongoing Russia-Ukraine conflict, NATO dynamics, and key appointments shaping a Trump administration.
100 episodes
Manage episode 451333763 series 3053758
In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, is joined once again by Ed Mills, Managing Director and Washington Policy Analyst at Raymond James.
The discussion covers potential impacts of U.S. policy shifts under various leadership scenarios. From bipartisan tensions surrounding semiconductor export restrictions to healthcare reforms and defense spending, Ben and Ed analyze how these developments could influence global markets and investor strategies. They also examine the far-reaching implications of the ongoing Russia-Ukraine conflict, NATO dynamics, and key appointments shaping a Trump administration.
100 episodes
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