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The Jacob Shapiro Podcast

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The Contrarian Perspective on the Turkish Election

The worst case scenario didn't happen. The CHP even despite all of the and Erdogan has put real pressure on Turkish democracy. I think Turkey is one of the only countries in the world where the only thing that people talk about is interest rates. And beneath the hood, Turkey is a really interesting economy. They're a modern manufacturing powerhouse in a region that doesn't have any of them. All of those things are good geopolitical fundamentals. And I wouldn't it past it for the Turkish government to screw them all up. If you were to screw up on Argentina, if you were to make things go badly with Turkey, I just don't think that would be the case here.

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