This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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In The Loop-Take 32: Is the Mother of All Negative Game Changer Moments Coming for Investors?
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Manage episode 430210965 series 1336981
Content provided by Aman Raina and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aman Raina and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we revisit a key investing theme highlighted earlier this year: the impact of the US election on the financial markets. The discussion centers around "negative game changer moments"—events that significantly disrupt industries or economies. We delve into potential scenarios involving the leading political candidates, referred to as "Mad King 2.0" and "Uncle Joe 2.0," and their suitability for leadership. The conversation also examines the implications of recent Supreme Court decisions, including the removal of the Chevron deference, which could undermine regulatory protections for consumers and investors. The episode underscores the erosion of the rule of law and its potential long-term effects on market stability and investor confidence. Finally, we explore the broader economic consequences, drawing comparisons with political stability in other countries and questioning the future of US economic dominance.
…
continue reading
211 episodes
MP3•Episode home
Manage episode 430210965 series 1336981
Content provided by Aman Raina and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aman Raina and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we revisit a key investing theme highlighted earlier this year: the impact of the US election on the financial markets. The discussion centers around "negative game changer moments"—events that significantly disrupt industries or economies. We delve into potential scenarios involving the leading political candidates, referred to as "Mad King 2.0" and "Uncle Joe 2.0," and their suitability for leadership. The conversation also examines the implications of recent Supreme Court decisions, including the removal of the Chevron deference, which could undermine regulatory protections for consumers and investors. The episode underscores the erosion of the rule of law and its potential long-term effects on market stability and investor confidence. Finally, we explore the broader economic consequences, drawing comparisons with political stability in other countries and questioning the future of US economic dominance.
…
continue reading
211 episodes
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