States of Play

In this latest issue of my weekly podcast, I replay my recent interview with JT Taylor, Hedgeye's Chief Political Strategist and Paul Glenchur, Hedgeye's Senior TMT Policy Analyst. With the election a few days away, the race for the White House and Congress is on track to be the most divisive and expensive in history. Joe Biden, while fading slightly in his lead over Donald Trump, remains decisively ahead. For Trump to barely squeak by in the Electoral College, he would need an incredible surge to win all of the states in which he is tied or the polls are close. In the Senate, we continue to view a Democratic majority by 1 or 2 seats. The Democrats are nearly certain to lose Alabama, but gain in Colorado, Arizona, in Maine. They need just one more win to break even.*NOTE: Slides referenced in this podcast are made available with a subscription to the research product below.**********The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

Om Podcasten

Exciting news for all listeners: Neil Howe's podcast is undergoing an exciting transformation and emerging with a brand-new name—"Trend Watch". From now on, all upcoming episodes will be exclusively available in full on Substack. But that's not all—Neil's new Substack newsletter launching August 21, 2023, will feature thought-provoking insights on demographic, economic, and generational trends. Stay informed, stay engaged, and stay ahead of the trends! Visit: www.demographyunplugged.com to subscribe. Neil Howe’s podcast is designed to help savvy investors and business leaders uncover hidden trends and critical developments driving world markets and economies. It’s like peering into the future. Discover the likely winners (and losers) of “big ideas” as renowned demographer Neil Howe – the guy who coined the term “Millennial” – distills game-changing new developments down to their essence.Neil Howe is an acclaimed historian, economist, and demographer and the bestselling author (with William Strauss) of The Fourth Turning, the New York Times Bestselling follow-up book, The Fourth Turning is Here, as well as over a dozen books on demographic and social change. The nation’s leading thinker on today’s generations—who they are, what motivates them, and how they will shape America’s future—Howe is Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates, which serves hundreds of corporate, nonprofit, and government clients.