Risk of a Contested Election Is Being Redefined

The video discusses the elevated volatility in the NASDAQ and U.S. equity markets, highlighting the VIX's premium compared to other global markets. It attributes U.S. market outperformance to tech stocks and investor hedging. The discussion also covers the impact of fiscal stimulus and the upcoming election on market volatility, emphasizing the potential for a contested election and its implications for investors.

What historical data points were referenced to illustrate the current inflation in election risk premiums?

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In what ways is the current election risk being redefined according to the discussion?

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