On this episode of the Business Podcast, sponsored by Bell, our guests include “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Analysis of broader market surge including airlines and aircraft makers
— Rising tensions between Beijing and Washington
— Defense spending implications of use of US troops to counter protests on the wake of the police killing of George Floyd
— Market’s view of Trump-Biden race and Democratic presidential victory in November
