Riding the Promise of a Blue Wave

On this week's episode!

Joey Biden and the Democrats pull ahead in the betting markets, as the Trumpus fights Coronavirus with steroids. And the promise of a Blue Wave in November gives the markets their best week since August. Around the standard of Center Left politics, Wall Street looks on ravenously for a Stimulus bill, a Green New Deal and potential infrastructure investment. 

But are we just poised for disappointment come election night? We discuss the best, worst and meh cases for the political settlement in America.

And as ever, we ask the question, are we living in a frothy bubble like 2001? Or is this a permanent reset in the fortunes of TECH at the expense of all other stocks.