Clinton vs. Trump: Market Risk of Election Black Swans

The transcript discusses potential uncertainties surrounding the US election, including black swans, market reactions, and the impact on emerging markets. It explores the implications of Hillary Clinton's email scandal, the possibility of impeachment, and the role of the Electoral College. The discussion also covers market volatility, early voting trends, and the challenges of governance in a polarized political environment.

What factors does the speaker believe will influence the down-ticket voting?

How does the speaker characterize the current projections for the Electoral College?

What challenges does the speaker foresee for governance in the United States in the next four years?