What A 'Blue Wave' on Election Day Means to Markets

The transcript discusses market positioning in light of the 2000 election, focusing on the VIX futures curve and sector performance. It explores the potential impact of a blue wave on taxes and market dynamics, drawing parallels with the European sovereign debt crisis. The speaker advises caution in 2021, suggesting a bearish outlook if a blue wave occurs. The discussion concludes with strategies for year-end positioning, emphasizing technology and cyclical sectors, and considering the economic resilience and election outcomes.

What is the speaker's position on the technology sector and cyclicals going into year-end?

What does the speaker suggest about the economic momentum and outlook despite the challenges?