The Inflation Election

Cash-strapped voters push Trump ahead…

Plus, the tariff debate, Kamala's "forgivable" loans (for some), what Bitcoin is signaling, and the AI threat to employment.

Recent video content from @76research

Trump Pulls Ahead

As Election Day nears, Trump is performing well in both polls and prediction markets. The condition of the economy, specifically voters’ experience with inflation over the past four years, is proving to be the critical variable. Trish and Rob discuss election dynamics and why markets continue to indicate long-term inflationary pressures.    

Voters Have Had Enough

The Point of Tariffs

Donald Trump had a robust exchange with a Bloomberg editor at the Economic Club of Chicago. Trump has been attacked for opposing unrestricted free trade, but critics neglect the serious consequences of U.S. de-industrialization, which extend beyond purely economic considerations.

Trump Slams Bloomberg

“Forgivable” Loans

As Kamala Harris loses support among black male voters, her campaign has announced a number of new proposals related to “forgivable” business loans for black men, vague crypto protections and various other promises. Trish and Rob discuss the constitutionality of this demographically targeted maneuver.

Kamala’s Opportunity Agenda

What Bitcoin Is Signaling

Recent strength in Bitcoin is another market-based indicator of Trump’s improving chances. Trump has been vocal in his support for Bitcoin and the cryptocurrency industry—in contrast with many Democrats who prefer heavy regulation. A second Trump administration could be a boon for mass investor adoption of digital assets.

Crypto Favors Trump

Artificially Intelligent Workers

NVIDIA (NVDA) CEO Jensen Huang foresees a future in which “agentic AI” bots will work alongside "biological" employees. Meanwhile, venture capitalist Vinod Khosla predicts as much as 60% of all jobs will ultimately be replaced by AI technology. Trish and Rob shares their views on the implications of AI-driven productivity increases from an investment perspective.

Agentic AI

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