Geopolitics and Policy
US politics and elections
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 62
- Share
- 5.8%
- Shows
- 44
- Net sentiment
- −0.50
Bullish 2Mixed 6Neutral 42Bearish 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
- Polls show Democrats well positioned for the midterms, with Republicans distancing from Trump.Always Test Your Hopium · Pod Save America · Sep 25
- Guests expect Republican gains in Minnesota's governor race and midterms.ohnny Holm's Hall of Fame Honor, The ND Wetland Battle & School Lunch Health Overhaul (9-18-26) · What's On Your Mind · Sep 21
Bearish 12
- Hosts argue Democrats face a strong environment for Republicans, with polling favoring Democrats and weak candidates.Kamala Swoops in to Help El-Sayed as More Campaign Questions Surface · Ruthless Podcast · Sep 24
- Hosts argue Republicans face a difficult midterm given low Trump approval and independent voter shifts.Reasonably Random Thoughts on Polling · Beyond the Polls with Henry Olsen · Sep 24
- Speakers expect a bad midterm for Republicans, with Democrats leading generic ballot polls by around nine to eleven points.The Scott Adams School - Pollster, Mark Mitchell returns. Let's talk Midterms · Real Coffee with Scott Adams · Sep 22
- Pape warns the midterms could trigger serious unrest, a risk to institutions and stability.Democrats vs Republicans: Who Is Actually More Violent? - Robert Pape #1154 · Modern Wisdom · Sep 24
- Hosts argue the press ban and media consolidation threaten democratic norms and press freedom.Trump TV, Meta’s Muse Charm, and Xi in D.C. · Pivot · Sep 25
- Democrats lead midterm odds as Iran war and disapproval weigh on Republicans.The Week: Trump vs the Press, Meta’s AI Win, and the Turning Political Tide · The Prof G Pod with Scott Galloway · Sep 25
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- Hosts see press restrictions and political pressure as an autocratic threat to media and democratic institutions.Trump’s Press Crackdown, Paramount Settles, and Anthropic’s $2 Trillion IPO · Pivot · Sep 22
- Speaker warns Muslim candidates and Brotherhood-linked influence are growing within the Democratic Party and local offices.The Brutal Details About Islam's Plan That the Media Ignores | Brigitte Gabriel · The Rubin Report · Sep 25
- Speakers say Trump's approval is falling and midterm prospects are weakened by the war.Max Blumenthal on His Iran Trip, Being Detained by Trump & the Globalist Chokehold on American Media · The Tucker Carlson Show · Sep 21
- Hosts criticize government corruption and predict a legitimacy crisis and grassroots upheaval.Kontrarian Korner #154 - LTC Steven Murray · Kontrarian Korner · Sep 23
- Pro-detente policy could face backlash from Democrats and MAGA-aligned voters after midterms.NTK: How to Translate Summit Photo Ops and Speeches into Long-Term Improvement in the US-China Relationship · The DSR Network · Sep 27
- A divided government after the midterms could bring gridlock and a lame-duck presidency.Don’t Wait For Cheaper Stocks — Rebecca Walser On Stocks To Buy Now · Street Talk · Sep 24
Mixed 6
- Hosts debate midterm polling and turnout, with some expecting Republicans to lose Congress and others urging mobilization.The Scott Adams School - 09/21/26 Monday With The Home Team. The Middle Class Will Decide! · Real Coffee with Scott Adams · Sep 21
- Midterm polling is contested, Democrats are divided over Harris and 2028, and GOP messaging is muddled.S15 EP171: Hour 1 - Trump, Xi, and Peace · The Erick Erickson Show · Sep 23
- Shifting US partisan opinion on Israel, including among Republicans, complicates Israel's longstanding US support.Is Israel’s Global Standing on The (Israeli) Ballot? - with Amit Segal and Nadav Eyal · Call Me Back - with Dan Senor · Sep 24
- Midterm polling looks poor for Republicans, but heavy GOP super PAC spending keeps races competitive.Trump Bans Crooked Media · Pod Save America · Sep 22
- Trump's approval is at record lows and Democrats lead many Senate races, but hosts warn of election interference.HoosLeft This Week - September 27, 2026 · HoosLeft Podcast · Sep 27
- Midterms may bring a Democratic House and impeachment pressure, with uncertain effects on Trump's agenda.“Gonna Be CHAOS!” Xi Jinping Meets Trump + Netanyahu vs Mamdani | With Jeffrey Sachs · Piers Morgan Uncensored · Sep 23
Neutral 42
- Covers the Texas governor and Senate races factually, with campaign ads and polling dynamics driving the discussion.How much trouble is Greg Abbott in? · Texas Take · Sep 25
- Discussed as a cultural and political conflict over the conservative movement, with midterm implications noted.Erick Erickson: America is Nothing and Teddy Roosevelt is Hitler · The J. Burden Show · Sep 22
- Factual horse-race analysis of Texas and national midterm races with no direct investing angle.Choosin' Texas with Bobby Pulido · Pod Save America · Sep 27
- Covers political relationships, 2028 Democratic prospects, and midterm campaign dynamics without a clear investing angle.Trump and Mamdani Meet at Gracie Mansion; Former Harris Aides Question 2028 Run | 9/22/26 FIRST LOOK · The Rubin Report · Sep 22
- Candidates discuss the California governor race, polling gaps, and the contested LA mayoral result.Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans · All-In Podcast · Sep 23
- Discussion centers on the political fight, Democratic socialist takeover and midterm stakes, with no clear investing angle.Watch Zohran's Face Change When Trump Says This About Him in Front of the Press · The Rubin Report · Sep 22
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- Discussion of midterm messaging, Democrats and Republican prospects, presented as political opinion rather than market impact.GOP Congressman Warns Trump's Immigration Plan Is Backfiring in Unexpected Way | Carlos Giménez · The Rubin Report · Sep 26
- Hosts discuss partisan media, Democratic candidates and party dynamics without a clear investing angle.The Scott Adams School 09/23/2026 · Real Coffee with Scott Adams · Sep 23
- Republicans are spending heavily on football ads to win back male voters before the midterms.Trump Announces Greenland Pact to Block Rival Bases; Plans AI Force | 9/21/26 FIRST LOOK · The Rubin Report · Sep 21
- Poll results on Democratic attitudes toward Trump and 2028 contenders are reported factually.Trump Praises Xi Friendship; Shocking Poll Reveals Dems' Darkest Views | 9/25/26 FIRST LOOK · The Rubin Report · Sep 25
- Covers shifting views among young Democrats and Republicans toward Israel, described factually.Sneak Peek: Amit Segal on why Israel can't address its long-term problems, and more... · Call Me Back - with Dan Senor · Sep 26
- Federal judge blocked the White House ban on three news outlets; the administration plans to appeal.What’s Behind Zuckerberg’s AI Optimism?; Is the Battle for White House Press Access Over? · Here's the Scoop · Sep 24
- Extended commentary on Democratic figures, Senate races and the midterms.UN's Jaws Drop as Javier Milei Roasts Them to Their Faces · The Rubin Report · Sep 24
- Hosts debate partisan reactions, redistricting maps and poll results without any investing angle.59% of Democrats Would Back a Military Coup? The Poll That Should Alarm Everyone · American Ground Radio · Sep 23
- Midterms, the 2028 race, and capitalism versus socialism framing dominate the episode.Socialism Vs. Capitalism & Diesel Exports 9/23/26 · Squawk Pod · Sep 23
- Discussion of midterm races and polling is largely factual with Jennings offering a Republican-leaning read.The Loyal Republican w/ Scott Jennings (#576) · The Fifth Column · Sep 22
- Vance campaigning in Iowa and the Texas Senate race are discussed factually from a partisan commentary angle.US Takes Control of Greenland | Vance Rallies in Iowa | Toys R Us Enters Its Gilded Age | 9/21/26 · The A.M. Update · Sep 21
- Factual coverage of Democratic Party factions and Ossoff's reelection campaign ahead of midterms.Germany’s Merz vows to stay despite ‘disaster’ · FT News Briefing · Sep 21
- Discussion centers on US-Canada tensions and political pressure, with no direct investing angle.Elbows up! Carney stops U.S. invasion! (Relax, we're kidding) · The Line · Sep 25
- Melania Trump's interview on the presidency and her projects is covered factually without an investing angle.Iran's President Defies Trump at UN; Melania Gives Rare Interview | 9/24/26 FIRST LOOK · The Rubin Report · Sep 24
- Midterm polling, Senate races and farmer voting are discussed factually without a clear investing lean.NextEra–Dominion, Generac's $8B Amazon Deal, and the Farmer Vote · Boots on the Ground with Yann Brandt and Abby Hopper · Sep 22
- Discussion of White House press access dispute and judicial ruling on press freedom.NVIDIA CEO on AI Warnings and Growing Calls to Regulate It · Anderson Cooper 360 · Sep 25
- Midterm polling, early voting in Ohio, and Republican prospects discussed in detail.Ep. 4184 Trump and Xi Jinping Just STUNNED The World!!! · Turley Talks · Sep 25
- Hosts criticize both major parties for failing to rein in border surveillance and government contracting.Andurils Big Brother Border Wall!!! · INN News · Sep 22
- Discussion centers on Emanuel's political ties, Rahm Emanuel's prospects and Trump's conduct.Ari Emanuel on Donald Trump, Elon Musk, and Mixing Business with Politics · The New Yorker Radio Hour · Sep 25
- Discussion of Trump's conduct, press restrictions, and midterm political exposure, without a clear investing angle.Trump Claims “The Spoils” at the U.N. · Shield of the Republic · Sep 23
- Covers midterms, Democratic candidates and voter roll claims.Host Shocked as Rubio Makes Him Regret Asking This Question · The Rubin Report · Sep 23
- The summit's timing before the midterms and China's salience to American voters are examined.Julian Gewirtz on Trump-Xi Summit, AI, and Mao Dead Fifty Years Ago! · ChinaTalk · Sep 22
- Covers White House press access fights and a Republican candidate removed from a forum.Daily Digest Sep 22: Bessent Threatens Shutdown of Iranian Airlines, White House Debuts TrumpTV, Anthropic Enters Pharma · Peak Prosperity · Sep 22
- Covers Second Amendment ruling, USDA checkoff changes and political reactions with no direct investment angle.Daily Digest Sep 25: Good News Friday: Homeschoolers Top National Averages as HHS Opens EMF and Glyphosate Reviews · Peak Prosperity · Sep 25
- Discussion of a congressional committee vote and the reserve bill's legislative path.2467: U.S. Bitcoin Reserve Bill Advances - Treasury Must Find Ways to Buy More BTC · Bitcoin News Alerts | Daily BTC Macro Signal · Sep 25
- Discussion covers Democratic positioning on AI and Senate races, with no clear investment angle.Episode #108: Cybersecurity vs. Existential Risk: What Anthropic Won't Tell You in Their IPO · Stewart Squared · Sep 24
- Discussion of Vance remarks, midterm candidates and media disputes with the White House.Trump Signs a HISTORIC Greenland Deal + Why Are Interest Rates Going UP?! - Sept 22 Hr 3 · The Joe Pags Show · Sep 23
- Mentions President Trump's UN address plans and his early return from Camp David.President Trump to Address UN General Assembly on Tuesday + UK RAF to Provide Air Refueling Support to Saudi Arabia + US Army Contracts Precision Strike Missile Inc 2 · I - On Defense Podcast · Sep 22
- The Michigan Senate race is close and reported factually, with no clear investing angle.DOJ: Prosecutors Can't Jail Dealers Who Sell Handguns to 18-Year-Olds | The States · The States · Sep 21
- Discussed the alleged rigging of the 2024 election and the illegitimacy of the Form 47 government.Pakistan under seige - Fight U.S. imperialism, free Imran Khan! with Rizwana & Comrade Eibhlin · SpartTalk · Sep 27
- Shifting midterm forecasts raise the chance Democrats take the Senate, constraining Trump's legislative agenda.RenMac Off-Script: Hawk and Awe · RenMac · Sep 25
- Discussion of Susan Collins's campaign-donation controversy ahead of midterm voting, with no clear investing angle.The Scott Adams School - 09/25/26 FRIDAY YAY! Home Team · Real Coffee with Scott Adams · Sep 25
- Brief references to Anglo-American relations and US role in Suez and alliances.Historian Robert Tombs on the 1,000-Year Rivalry Between Britain And France · TRIGGERnometry · Sep 23
- Discussion of midterm polling and Democratic turnout prospects with no clear market implication.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Brief discussion of American foreign policy shifts and government changes affecting the region.Simon Sebag Montefiore on the Origins of the Modern Middle East · The Good Fight · Sep 26
- Passing reference to the Americans' national identity; no market implication.Englishness Debate, Migrant Protest Leader Arrested & Burnham's Ministry of Truth - Off the Fence · TRIGGERnometry · Sep 25
Around it
Companies named
- Paramount 1
- CNN1
Shows that covered it most
- The Rubin Report9
- Real Coffee with Scott Adams4
- Pod Save America3
- Kontrarian Korner2
- Peak Prosperity2
- Pivot2
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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