Clinton or Trump: Who'll Be Better for Your Portfolio?

The transcript discusses the impact of potential Clinton and Trump presidencies on various industries, focusing on trade-sensitive sectors, health care, pharmaceuticals, and infrastructure. It highlights the Clinton Basket, which includes companies expected to benefit from Clinton's trade policies, and examines the implications of each candidate's stance on the Federal Reserve and interest rates.

How do trade sensitive areas like Agri business and tech industries fare under different presidential candidates?

What are some examples of companies that are considered losers under a Trump presidency?

What impact do the candidates' views on trade have on the pharmaceutical industry?

In what ways might infrastructure construction companies benefit regardless of who becomes president?

How does the Federal Reserve's leadership influence the market according to the discussion?