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.

Ver todos los episodios