Episode
Red Hot or Icy Blue?
- Published
- May 12, 2026
- Duration seconds
- 2013
- Processing state
not_requested
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Summary
Don and Tom tackle the strange psychology of politics and investing, exploring how Republicans and Democrats consistently perceive the economy and markets differently depending on who occupies the White House. Drawing on research from Spencer Jakab, the University of Michigan, and Dimensional Fund Advisors, they argue that long-term market performance has historically shown little correlation to presidential party affiliation, despite investors’ emotional reactions. The episode also features ...