Episoder

  • In this latest issue of my weekly podcast, we replay a recent interview I did with Chuck Todd, who invited me on his podcast “The Chuck ToddCast from Meet the Press.” We had a great conversation and discussed Millennials' and other generations' impact on politics. Trust me, this was a fun interview.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we devote most of our conversation to China's decennial census. The results were mysteriously delayed, which had many insiders suspecting a dreaded population dip. But recently released provisional data show a slight population increase to 1.41 billion people. Could this be? I go behind all the ins and outs of how China counts its population, and provide theories on what the "true" count may be.

    Bolsonaro on the defense. Brazil's Senate has opened an investigation into President Jair Bolsonaro's handling of the pandemic. He is accused of threatening governors and mayors to keep their economies open. The investigation is most likely a tool to gather evidence for a possible impeachment trial.

    India and EU negotiate. The two entities have announced they will begin negotiations on a trade deal. This comes as both the EU and India grow cold on China. So far, their biggest obstacle is centered on vaccine patents.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

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  • In this latest issue of my weekly podcast, we pay tribute to John Williamson and Walter Mondale, RIP. Williamson died at the age of 84. He is most famous for in 1989 defining the "Washington Consensus," a list of what emerging market economies should or must do to succeed. While his theory is no longer popular, it was highly influential following the Reagan and Thatcher era. Mondale died at the age of 93. He famously lost the presidential election of 1984 in an abject defeat to Ronald Reagan. He only received 13 electoral votes, a historic low for a Democratic candidate. But perhaps his most enduring legacy is elevating the role of the VP.

    Myanmar in chaos. Daily protests continue since the military coup began on February 1. Tens of thousands of civil servants, teachers, and doctors are on strike, paralyzing the military's ability to rule. But the generals aren't backing down. They have jailed 3,000 citizens and killed an additional 700 demonstrators. Myanmar is turning into a failed state.

    Putin and Xi v Biden. Russia is amassing soldiers on the Ukraine border. And China continues to send warplanes over Taiwan. Both actions seem to be testing Biden. How far can they go before he reacts? Meanwhile, Biden announces US departure from Afghanistan by 9/11/21. Putin and Xi both want to know--at what point does Putin push back?

    Surge at the border. The number of working-age Mexicans apprehended at the border has more than doubled in recent months. The increase coincides with a surge in unaccompanied children and family migrants, presenting a major quandary for the Biden administration.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss the future of Biden's agenda. Last week, the White House officially unveiled its $2T infrastructure package. The plan is popular among the public, and due to reconciliation, it only needs 50 votes to pass the Senate. Biden will also try to pass a minimum wage increase, a voting rights bill, and immigration reform. But these bills can't be passed through reconciliation and will need 60 votes to bypass the filibuster. While their chances of success are slim at best, Biden may take the most popular bill--a higher minimum wage, properly tailored to meet the objections of Senator Joe Manchin--and throw it in the face of Majority Leader Mitch McConnell just in time for the 2022 elections.

    Retailers scramble over human rights. After Nike and H&M criticized China's internment of Uyghurs, the Chinese government rallied boycotts against the two brands. Other companies have now taken softer stances on human rights to try and appease the Communist Party. Though there is also the risk Western consumers will punish brands that don't take a definitive pro-Uyghur stance. Much of this drama will play out over sponsorship deals in the 2022 China Winter Olympics.

    Netanyahu tries to form a new government. In the fourth consecutive election, there is still no clear coalition government. Netanyahu, now on trial, has been given the first chance at forming a government. Most analysts suspect the country is headed for a fifth election.

    Americans grow cold on China. Fully 89% of Americans now consider China a competitor or an enemy rather than a partner. The negative sentiment is higher among Republicans than Democrats, but negative perceptions have risen equally among both groups since 2018.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss Biden's immigration strategy. Currently, the White House is using former President Trump's executive orders (notably Title 42) to handle the nearly 6,000 daily border crossings. But what's Biden's long-term plan? It largely mirrors the 2013 Senate bill, penned by the "Gang of 8." Undocumented immigrants could become citizens if they pay taxes, take a background test, and work in the US for an additional eight years.

    Turkey's Lira tumbles. Over the weekend, President Recep Erdogan fired central bank head Naci Agbal. In response, the Turkish Lira fell nearly 15% on Monday. The country has always had a problem with irregular CB management. And Erdogan, like all populist autocrats, hates CB heads unless they can keep interest rates low.

    #FreedomPineapple. In late February, China tried to squeeze the Taiwan economy. They banned the importation of pineapples from the island. In response, the Taiwan government asked locals and other Asian countries to buy its fruit in a new #FreedomPineapple campaign. In a few days, pineapple orders surpassed the total number shipped to China in all of 2020. Japan was one of the biggest buyers.

    More baby bust evidence. According to a new CBS analysis of annual data from 32 US states, births were down by 95,000, or about 4.4%, in 2020 compared to the year before. This is in line with our prior estimate for 2020. Of the states with data available, all of them reported a drop in births except New Hampshire.

    Opioid deaths make a resurgence. Opioid overdose deaths in the U.S. have surged during the pandemic. In 2020, the death toll from all drug overdoses climbed to its highest level ever, with opioids accounting for 73% of those deaths.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss Biden's infrastructure package. The plan will cost nearly $4T over ten years. The money will be divided as follows: $1.4T for straight infrastructure, $600B for clean energy, $400B for manufacturing, $300B for innovation/R&D, and $800B for the caregiver economy. To pass this bill, Senate Democrats will need to use reconciliation. If it does pass, it will be a major win for Biden. Infrastructure has broad bipartisan appeal among the general public.

    Lula is eyeing a return to Brazilian politics. In a surprise ruling, a Supreme Court judge has annulled the "lava-jato" convictions against former Brazilian president Lula da Silva. If the verdict stands, Lula could once again run for president. As Brazil's iconic if aging left-wing populist, he could be a strong candidate against Bolsonaro.

    Italy’s political parties are in disarray. Since PM Mario Draghi came to power with a large coalition government, Italy’s political parties have struggled to define their future. As the Five Star Movement and the Democratic Party scramble, Lega is looking to fill the gap.

    US mortality rate skyrockets. Covid-19 triggered a 15% estimated spike in the mortality rate for 2020, according to the CDC. This jump would mark the largest single-year increase since 1918.

    Japan dodges C19 deaths. Last year, the number of deaths in Japan declined for the first time in more than a decade. The decrease appears to have been driven by a large decline in other respiratory illnesses like influenza and stands in stark contrast to the steeply rising mortality experienced by other countries during the pandemic.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss Biden's and the Democrats' agenda. The Senate has passed the massive $1.9B stimulus package. The bill is also set to pass the House this week. This was a major win for the Democrats. Not only is the package popular among the general public, but it has considerable support among Republican voters. Biden has now turned his efforts towards HR.1, a voting reform package. This bill has almost no chance of passing the Senate, and it takes away from Biden's focus. He would do much better by passing popular and widely understood economic measures.

    Myanmar protesters have a new target. As demonstrations against the recent military coup continue, protesters have turned towards the China embassy. While some are asking for China’s help, others blame the country for allowing the coup to happen in the first place.

    “Quad” summit planned for next week. Biden has organized a meeting between the US, India, Australia, and Japan. The purpose of the conference is to discuss strategies to counter China’s influence in the Pacific. According to inside sources, vaccine diplomacy is high on the agenda.

    Italy blocks vaccine exports. Prime Minister Mario Draghi used a new EU mechanism to block AstraZeneca vaccine exports to Australia. He earned huge support among Italy's populists (even Salvini is applauding) by arguing that since the company is behind in their EU contracts, they must first fulfill those agreements.

    Is there a new biological threat to fertility? In her new book Count Down, epidemiologist Shanna H. Swan warns of a coming crisis in reproductive health. The book argues that endocrine-disrupting chemicals in our environment are wreaking havoc on sperm counts and egg quality and weaken humankind's ability to reproduce.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, I answer listener-submitted questions. Is multi-generational housing a long-term trend? Are we transitioning from an ‘era of logic’ to an ‘era of emotion’? Is America paralleling the decline of the Roman Empire? I go in-depth on all of these questions and more.

    China accelerates "Hanification" efforts. Xi Jinping's cultural campaign aims to transform all non-Han cultures in China into "Han" culture. These efforts include promoting Han food, Han dress, Mandarin, and the spread of Confucius institutes. It also means the suppression of local languages and religions.

    EU set to impose new sanctions. The EU has agreed to sanction four unnamed Russian officials involved in the persecutions of Alexei Navalny. The sanctions will include travel bans and asset freezes. The EU will formally adopt these measures in March.

    Births fall in China. From 2019 to 2020, the number of registered newborns in China fell by 15%. The steep drop underscores the demographic headwinds facing the country, which has long struggled with a long-term birthrate decline.

    Births fall in Europe. New numbers from Italy and France indicate that these countries are also seeing pandemic-era baby busts. Figures from December 2020 and January 2021 show that births in several major cities have declined 10% to 25%.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss the current state of the GOP. Last week, ten Republican representatives voted to impeach--and seven Republican senators voted to remove--Donald Trump. That is the largest number of other-party senators voting for removal from office in U.S. history. A day later, Trump excoriated Mitch McConnell, calling into question his leadership. The GOP once prided itself on unity while the Democrats struggled to pull together. Now the tables have turned. The GOP needs Biden to do very badly to have a good chance in 2024--or maybe even 2022.

    The number of split delegations in the Senate has fallen to its lowest since the direct election of senators began in 1914. Only six states now have senators from different parties; for most of the last century, this number hovered between 10 and 20.

    Three Covid-19 Mutation Takeaways: 1. The newest variants have become mostly resistant to the sera of people infected with older variants. 2. The newest variants are becoming increasingly resistant to the sera of vaccinated persons. 3. The newest variants clearly mutate in real-time in response to changes in the human environment.

    Is China committing genocide? In Northwest China, one million Uighurs have been forced into "re-education"/concentration camps. The Uighurs have been forced into factory work with reports of sterilizing the women and separating children from their families. The US and other Western nations have debated whether what is happening in Xinjiang Province is a full-fledged genocide or a (perhaps less sinister?) cultural genocide. This debate coincides with Biden and China clashing over other flashpoints like Honk Kong, Taiwan, and oh yes coup-stricken Myanmar, a "friend" of China that is facing its own genocide charges.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, I answer listener summited questions. Is Joe Biden a grey champion? Is America in danger of entering a new war? Does policy matter in times of extreme partisanship? Is America paralleling the decline of the Roman Empire? Have pandemic lockdowns created a new baby boom? I go in-depth on all of these questions and more.

    We start the podcast with a brief market update and a world news roundup. Former ECB president Mario Draghi has been asked to form a new government in Italy. China is no longer acknowledging British National Overseas passports held by Hong Kong citizens. And Russia has expelled three European diplomats, angering many EU member states.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, I replay my recent conversation with JT Taylor, Hedgeye's Chief Political Strategist. We look back at the results of the 2020 elections and how changes in demographics and partisanship will affect the Biden White House and the 117th Congress. JT and I also examine the upcoming elections in 2022 and 2024.

    We start the podcast with a brief market update and some overall lessons from the recent GME saga. For more on my take on GME, you can turn to this morning's NewsWire.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss the threat of Covid-19 adaptive mutations. Moderna-NIH just released their new study on the effectiveness of the Moderna vaccine against the South African mutation. Yes, the vaccine protects against the new variant, but the antibodies' strength is reduced by 4 to 6X. This is the first sign that vaccines will most likely need to be updated in the future.

    Suga's public approval plummets. The Japanese PM's approval rating has fallen from 74% in September to 42% in January. This is the result of pandemic missteps, a slow vaccine rollout, and lack of charisma. Come the September elections, his party may look for a replacement.

    Conte resigns. After surviving a confidence vote in parliament but failing to secure a majority, PM Giuseppe Conte has resigned in attempts to create a new government. If he fails, the two largest parties will be given a chance to make their own government. But if they too fail, it will trigger new nationwide elections. Salvini can't wait.

    Tensions over Taiwan heat up. Over the weekend, China flew eight H6K bombers near Taiwan's airspace, making it the 20th flyby this month. The Biden administration publicly declared support for Taiwan and moved the aircraft carrier Theodore Roosevelt into the South China Sea. Taiwan remains a lively flashpoint between Xi-led China and Biden-led America.

    Protests break out in Russia. Over the weekend, jailed opposition leader Alexie Navalny released a YouTube documentary accusing Putin of using government funds to build a pleasure palace on the Black Sea. This led to widespread protests throughout the country; over 40,000 demonstrators took to the streets of Moscow. In an unprecedented move, Putin held a press conference to deny the accusations.

    Most Europeans now believe the U.S. political system is "broken." New data show that Europeans are turning away from their traditional transatlantic security ties and, in the event of a conflict between America and China or Russia, would prefer to remain neutral.

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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss the future of the economy. I predict we will see three distinct phases. In the next few weeks, the economy will continue to decelerate, with accompanying market turbulence, to the mobility drop associated with Covid-19. But going forward over the next several months into the summer, both will go strongly positive, buoyed by the vaccine and Biden stimulus. In 2H, however, look for outlook to darken just when the party is rockin'--due to rising inflation expectations, Covid-19's adaptive mutations, and a new form of political "resistance."

    25,000 National Guard troops patrol DC. Capitol Hill hasn't seen this many armed soldiers since 1865. Reflecting on the storming of the Capitol, I draw parallels between the present-day and Hitler's failed "beer hall putsch" in 1923.

    Will Biden scrap Trump's executive order? Last year, Trump signed an executive order that US stock exchanges must delist companies working with the Chinese military. Biden has yet to comment on the issue. But with his priorities focused on C19 and growing bipartisan support for being tough on China, he will likely let it stand for the time being.

    Italian PM Giuseppe Conte survives a confidence vote. In Italy, former PM Matteo Renzi removed his party from the ruling coalition. This sparked an immediate confidence vote in parliament. PM Giuseppe Conte easily received a majority of votes in the lower chamber. The Senate was a different situation. He narrowly received the most votes but did not secure a majority. Why is the Conte regime still hanging on? Probably because the deputies want to avoid a legislated one-third downsizing of their number due to go into effect as soon as there is another government. Conte will hobble on, greatly weakened.

    In 2020, the share of eligible Americans who actually voted was 66.7%. This was higher than in any year since 1900. This follows the off-year election of 2018, in which the share was the highest in 104 years.

  • In this latest issue of my weekly podcast, we discuss the Georgia elections. Raphael Warnock and Jon Ossof beat Republican incumbents Kelly Loeffler and David Perdue. Both Warnock and Ossof won by over 0.5%, avoiding an automatic recount. Ultimately this is good news for markets. While traditional wisdom says markets want a divided Congress, the recent chaos has led them to hope for a united government.

    Pro-Trump protesters storm the Capital Building. Despite the protesters' wishes, the siege did nothing to change the outcome of the joint session of Congress. Joe Biden's win was officerly certified. In the end, this was a major embarrassment for the GOP leadership. There is a mounting prospect of a fatal splintering of GOP support, with Trump triggering a permanent "Bull Moose" split.

    Israel's coalition collapses. After failing to pass a budget on Dec. 22, Netanyahu and Gantz's coalition government was dissolved. This will trigger new national elections in late March. All eyes are on Gideon Sa'ar, a popular former cabinet minister, who recently left the Likud party to start the New Hope party. If victorious, Sa'ar is predicted to create a standard right-wing coalition.

    EU and China sign the Comprehensive Agreement on Investment. The new agreement allows EU companies to invest in China in a greater capacity and locks in existing market access to Europe. The countries will not fully finalize the deal for another year. The incoming Biden administration has already signaled they are uneasy with the agreement and want to slow down its implementation.

    Public opinion increasingly supports raising the minimum wage. In Florida, a $15 minimum wage initiative was recently approved by 61% of the voters, adding to a growing list of successful efforts to raise the minimum wage at state and local levels around the country.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, we discuss the latest news on vaccines. The FDA reports that the Moderna vaccine is "highly effective" after examining the trial data. They are expected to give emergency approval by Friday. The Moderna vaccine is easier to handle than the Pfizer vaccine because it does not need to be stored at Antarctic temperatures. This will be key to supplying rural communities.

    The US is likely to enter an accelerating recovery in 1Q + 2Q. How quickly is open to debate. The biggest economic danger maybe something unexpected politically after Biden steps into the White House. But if we're looking at something purely endogenous to the economy, I would say rising inflation rates along with an even more rapid rise in inflation expectations.

    There is a renewed rise of the political right in Italy. Matteo Salvini's Lega party shows declining support, but that decline is being more than made up for by the rise of a new young leader, Giorgia Meloni (age 43), who is leader of The Brothers of Italy. Their motto: "God, family, and fatherland." It's now the third most popular party behind the center-left Democracy and Lega. Meloni is savvy, clever, and nuanced--unlike Salvini. She supports subsidizing a higher birthrate, using the Italian navy to intercept refuges, and denying birth citizenship to immigrants.

    With avid fandom declining among teens and young adults, the pro sports world is redoubling its efforts to hook the next generation. Execs are hoping that sports betting will do the trick, along with more short-form videos and behind-the-scenes looks at the players.

    Political pressure to cancel student debt is mounting—and so are the tensions surrounding the idea. Economists, activists, and policymakers are deeply divided over debt forgiveness and disagree on whether it would help or hurt the economy.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, I replay my recent interview with Brian McGough, sector head of Retail here at Hedgeye. In this interview, we take on the longer-term consequences of six big earthquakes shaking the retail universe. 1. The Home Improvement Effect/Household Formation. 2. E-comm vs. Brick & Mortar shopping. 3. Fast-Fashion, Slow Fashion, and Thrifting. 4. Branding – Relevance then vs. now. 5. Retail Bankruptcies and Mall closures. 6. Amazon vs. Walmart.

    Brian knows more about retail brands than anybody I know, and I think you will really enjoy our conversation.

    I also start the podcast with an analysis of Gallup's recent survey on crime. American adults are reporting the lowest crime victimization rate in 20 years. Just 13% of Americans say they were the victim of a crime (such as burglary, robbery, or assault) within the past 12 months. While more data are still needed, these numbers don't lend much quantitative support to the widespread media impression that racial unrest in northern cities is triggering a nationally significant rise in violence.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, I replay my recent interview with Andrew Freedman, sector head of Communications here at Hedgeye. The last time Andrew and I got together in June 2020, we discussed "Media in the Pandemic Age," examining how the crisis has impacted consumption trends by generation. This time around, we take a deep dive into three topics: online dating during the pandemic, the ever-evolving potential of interactive media, and the possible regulation of social media. As usual, we start the podcast with a market and Covid-19 update while examining Biden's cabinet picks.

  • In this latest issue of my weekly podcast, we discuss the race for a vaccine. Both Pfizer and Moderna announced that preliminary data show that their vaccines are over 90% effective. Yet despite the good news, there are still some major hurdles for these vaccines. 1. They have to be stored at sub-zero temperatures. 2. There is deep public distrust in their safety. 3. There hasn't been time to study their long-term effects (ADE, cross-reactivity, immunity duration, etc.).

    Is political polling dead? Pre-election day polls showed Democrats rolling easily into the White House, regaining the Senate, and expanding their majority in the House. While pollsters had the popular vote for the presidency within the margin of error, they failed to predict Senate and House outcomes. They seem to have missed the "shy" Republican voter, who split their ticket.

    Republican women expand their numbers. At least 15 new Republican women were elected to Congress this year, a new record for the party. With all the Republican female incumbents holding their seats so far, GOP women are set to more than double their ranks in the House.

    Between 2019 and 2020, the number of retired Boomers increased by 3.2 million. Until now, the annual average for this figure has been 2 million. Probable culprit: the pandemic, which is persuading many lower-earning Boomers to call it quits.

    15 Asian countries sign a new trade deal. Last Sunday, 15 nations signed the RECP, which streamlines country of origin laws. It is the first trade agreement between China, South Korea, and Japan. Noticeably, India is not in the deal. Prime Minister Modi claimed India would be flooded with "cheap" Chinese goods if they took part.

    Hungary and Poland stall EU budget and recovery bill. On Monday, diplomats from Hungary and Poland announced they would veto the long awaited-recovery bill. Their objection stems from a "values" clause which ties grants to having free and democratic institutions.
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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  • In this latest issue of my weekly podcast, I replay my recent interview with Keith McCullough, Hedgeye's CEO. In the interview, we talk about the election, what the polls got right and wrong, and how 2020 fits into our longer-term 4th Turning perspective on history and generational change. A large section of the interview was spent answering listener questions. And as usual, we start the podcast with an update on the S&P's recent rise while examining how Biden's economic policies could affect the markets going forward.

  • In this latest issue of my weekly podcast, I replay my recent interview with JT Taylor, Hedgeye's Chief Political Strategist and Paul Glenchur, Hedgeye's Senior TMT Policy Analyst. With the election a few days away, the race for the White House and Congress is on track to be the most divisive and expensive in history. Joe Biden, while fading slightly in his lead over Donald Trump, remains decisively ahead. For Trump to barely squeak by in the Electoral College, he would need an incredible surge to win all of the states in which he is tied or the polls are close. In the Senate, we continue to view a Democratic majority by 1 or 2 seats. The Democrats are nearly certain to lose Alabama, but gain in Colorado, Arizona, in Maine. They need just one more win to break even.

    *NOTE: Slides referenced in this podcast are made available with a subscription to the research product below.

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    The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.