Episode Details
| Title | Beyond 2020: Post-Election Policies |
|---|---|
| Date | 10/5/2020 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $CHILDCARE - The Biden administration plans to invest heavily in the childcare sector, proposing a $775 billion program to develop this underdeveloped area of the economy.
- “The Biden plan proposes a $775,000,000,000 program to stand up the largely missing sector in our economy and that's childcare.” - Jared (15:25)
- 🟢 $RENEWABLES - 🔒
- 🟢 $INFRA - 🔒
- 🟢 $HC - 🔒
- 🟢 $SEMI - 🔒
- 🟢 $FOODRETAIL - 🔒
- 🟢 $CONSTRUCT - 🔒
Bearish:
- 🔻 $WEALTHMGMT - 🔒