
Ep 14: Geopolitical Alpha (with Marko Papic)
Library of Mistakes
The Left-Right Axis in the US
I doubt that the pendulum away from less-affirmable swing has hardened fasts in the US. I actually think France is moving more to the right. In absolute terms, you could say, well, Marco, that's ridiculous. The market price is relative moves, not the absolutes. And so this idea that we can just have a reform of social security should be laughable. You know, Donald Trump is against it. Joe Biden is certainly against it. We're recording this in March 22nd. What's happening in France right now? There's massive public protests because the president of France is trying to raise retirement age. He's trying to reform their version of Social
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