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Markets & outlook · Podcast

Skip the Midterm Noise—Think Like the Markets

For wealth professionals, the episode frames midterm outcomes through policy areas the description ties to portfolio considerations rather than party politics. It may be useful for thinking about how political headlines connect to markets and positioning.

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Summary

By the markets & outlook desk

The WashingtonWise episode, hosted by Michael Townsend with guest Kasey McCurdy, applies a portfolio-first lens to political headlines around the midterms. It discusses what investors should watch if one or both chambers of Congress change party control, focusing on portfolio implications of federal debt, interest rates, artificial-intelligence regulation, data center build-out, healthcare policy, tariffs and cryptocurrency.

  1. The episode brings a portfolio-first lens to political headlines around the midterms.
  2. It discusses what investors should watch if one or both chambers of Congress change party control.
  3. It focuses on portfolio implications of federal debt, interest rates, artificial-intelligence regulation, data center build-out, healthcare policy, tariffs and cryptocurrency.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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