In the newest episode of The Big Picture, MarketReader’s collaborative macro show with OPTO, Jens Nordvig explores the potential stock market and broader economic implications of a second Donald Trump presidency.

The discussion covers the macro factors investors are most concerned about: inflation, interest rates, and the US dollar.

The hosts also discuss the intricate relationship between public perception and economic realities under the Biden administration. Jens shares his take on the key policy priorities facing the incoming US president amidst ongoing economic and geopolitical challenges. 

Watch the full interview above or listen to clips from the show below: 

Sign up for our Insights & Updates list to receive MarketReader news to your inbox, or sign up for a Free 7-Day Trial now.