Post-Debate Notes: Election Risk
Q2 2020 hedge fund letters, conferences and morePost-Debate NotesWith the first Trump-Biden debate of 2020 in the books, we've headed into the final stretch of the 2020 election. Let's assess what happened, note the election risk, and then look at how to protect against it.What HappenedBiden goes the distance. The former Vice President beat expectations by lasting the full 90 minutes and not appearing senile. He was able to recite his talking points.Biden gets bailed out. When Biden seemed at a loss for words (such as when President Trump asked him which police union had endorsed him), he got ...