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  • Mario Mota

Navigating Economic Growth & Political Uncertainty


On Monday, April 8, Mario Mota and Mark Wiesel from The Steele Group were joined by Greg Valliere, Chief U.S. Policy Strategist, and Jonathan Lo, Vice President of Growth Equities from AGF Investments.


On this recent call, we delved into various topics related to politics and their potential effects on the economy and investment strategies. The discussion included:


  • Analysis of current political events and potential policy changes.

  • Anticipation of upcoming elections.

  • The potential influence of a third-party candidate, RFK (Robert F. Kennedy Jr.).

  • The significance of government policies in driving economic growth.

  • Strategies for navigating investments in times of uncertainty.

  • Examination of the relationship between market trends and political developments.

  • Exploration of the impact of AI on current and future market conditions.


This comprehensive conversation aimed to provide a nuanced understanding of the intricate interplay between politics, economy, and investment strategies in today's dynamic landscape.


As always, please do not hesitate to reach out to Cliff, Mario, Mark, or our TSG team.

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