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Trump

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Sep 21, 2020 by Sir Paul Marshall · across every show →

Everything said about Trump, oldest first

Sep 21, 2020 positive
Assertion Not checkable as stated
Fundamental managers beat systematic strategies during the Brexit and Trump shocks
“And the big advantage I would say that fundamental managers have over systematic investing generally is their ability to React quickly to a new paradigm. And so when you get a big event in markets, you're typically at least for two or three months. And we had …”
Sir Paul Marshall Sep 21, 2020 ▶ 18:19 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Oct 26, 2020 bullish
Prediction Not checkable as stated
Papic: Significant Upside Potential in Oil Markets Under a Trump Victory
“I think there's a lot of upside potential in oil markets, and that's both because there's this risk, upside risk to oil prices of a Trump victory”
Marko Papic Oct 26, 2020 ▶ 37:53 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Oct 26, 2020 bearish
Prediction Not publicly verifiable
Papic: Iran Will Not Negotiate With the US if Trump Wins Re-Election
“And so I think if Trump wins again, they see the writing on the wall, and I don't think they're gonna reach out by thinking of, oh, let's negotiate with the U.S.”
Marko Papic Oct 26, 2020 ▶ 38:17 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
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