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S2 E7: If Defense Wins Championships, U.S. Corporations Need to Adapt Accordingly
Manage episode 407673978 series 3563447
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the impact of the $18 Big Mac meal, look at the seasonality of equity market returns within U.S. presidential election cycles, and consider if we should be worried about commercial real estate debt.
Conversation Markers:
- 0:35 – Introduction and market recap
- 1:39 – The impact of the $18 Big Mac meal
- 5:43 – Seasonality of equity market returns within U.S. presidential election cycles
- 10:53 – Should we be worried about commercial real estate debt?
- 14:18 – Takes of the Week
[Episode Length: 16:55]
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