Macro Voices MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
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Jan 16, 2025 Izabella Kaminska, a sharp journalist and publisher of The Blind Spot, shares her insights on the shifting landscape of media and finance. She delves into the rise of populism across Europe and the influence of Bidenomics, highlighting the need for transparency amid economic stagnation. Kaminska discusses the emergence of citizen journalism, notably in revealing overlooked issues like COVID-19 origins. The conversation emphasizes the complex interplay between political narratives and financial markets, urging investors to navigate these evolving dynamics thoughtfully.
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Politicization of Finance
- Finance is becoming increasingly politicized, requiring investors to understand policy.
- The era of financialization is giving way to politicization, especially in Europe.
Global Reform Cycle
- A potential populist-led reform cycle is emerging across the West, challenging established powers.
- This reform cycle resembles the rise of populism seen with Trump, Farage, and the AFD.
Stagnation and Populism
- The West's stagnation, exacerbated by interventions since 2008, fuels populism.
- This mirrors the Soviet Union's 1980s stagnation, with similar calls for less government and free markets.