David Metzner, managing partner of ACG Analytics, joins Real Vision managing editor Ed Harrison to discuss the policy targets of Joe Biden’s presidency and their potential effects on the economy and markets. With the Senate now in Democratic control, Metzner explores what President Elect Biden may seek to accomplish off the bat such as addressing COVID-19 forcefully, pursuing green energy initiatives in earnest, and improving the nation’s crumbling infrastructure. As well, Metzner touches on specific trades to play on these themes and covers potential black swan risks.
[VIDEO]