Show Notes
Midterms are approaching, bringing questions about what the outcome could mean for policy and investors.
Libby Cantrill, Head of U.S. Public Policy at PIMCO, joins us on The Important Part: Investing with Liz Thomas this week to share her take on midterms and what investors should be watching as November approaches.
Libby and Liz dig into affordability and the issues shaping the political conversation ahead of the election. You’ll hear Libby’s take on what could happen with tariffs after the midterms and whether she expects gridlock to define the next few years. She also shares her perspective on how the growth of AI data centers could factor into the policy landscape.
Liz and Libby then turn to discuss Social Security. Could Social Security cause a political domino effect? And what role could it play as the political conversation shifts toward the 2028 presidential election?
This episode is for informational purposes only and should not be considered investment advice.
The Important Part: Investing with Liz Thomas is a video podcast covering investing, markets, economic trends, portfolio strategy, and the biggest stories shaping investors today.
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