You Ain’t Seen Nothing Yet with Daniel Clifton
On episode 267 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Dan Clifton, Partner and Head of Policy Research at Baird Strategas, to break down the market chaos following the 2026 midterm elections and what the political shakeup means for investors. They discuss the massive selloff in Nvidia and AI stocks, whether the growing backlash against data centers could derail the AI boom, how the election could reshape Big Tech spending, and why history suggests stocks could rally after the midterms. Plus, the outlook for oil prices and the Iran war, what comes next for the Fed and interest rates, the surprising strength in healthcare and biotech stocks, the future of drug pricing, and whether Washington will finally crack down on congressional stock trading and government corruption.
This episode is sponsored by: Nomura Asset Management and Federated Hermes.
- To learn more about Nomura’s ETF offerings, visit https://www.nomuraassetmanagement.com/
- Explore their full ETF lineup at https://federatedhermes.com/
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Nomura's Disclosure:
Investing involves risk. Principal loss is possible. The Nomura Funds exchange-traded funds are distributed by Foreside Financial Services, LLC. Foreside Financial Services, LLC is not affiliated with any Nomura entity, including Delaware Management Company and Delaware Distributors, L.P. Federated Hermes Disclosure:
ETFs are subject to risk and may lose value. Federated Securities Corp., Distributor. Before investing, carefully consider the fund's investment objectives, risks, charges, and expenses. Read this and more information in the prospectus or summary prospectus available at FederatedHermes.com.
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