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
- 86
- Share
- 8.1%
- Shows
- 71
- Net sentiment
- −0.72
Up from 5.8% of episodes in the weeks before; net sentiment was −0.50.
Bullish 0Mixed 9Neutral 54Bearish 23
2 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 23
- Hosts argue the generic ballot favors Democrats by roughly 8.5 points, making Republican gains hard.What Are Republican’s Chances in November? + Sen. Ted Cruz Joins the Fellas · Ruthless Podcast · Sep 30
- Democrats gaining in polls and markets signal a likely Republican midterm loss and weakened Trump standing.Why the Midterms Suddenly Look So Bad for Republicans · Plain English with Derek Thompson · Oct 2
- Trump's low approval and unpopular campaigning appear to hurt Republican candidates heading into the midterms.Beardos, Weirdos, and Donald Trump · Pod Save America · Oct 2
- Host argues Republicans are corrupt and threaten democracy, framing the midterms as a path to accountability.Republicans: From “I’m Not a Crook” to “So What If I Am?” · TARABUSTER with Tara Devlin · Oct 3
- The host expects Republicans to lose ground in the midterms due to base alienation and weak candidates.Holding your Nose to Vote for Vivek · The J. Burden Show · Oct 1
- Speakers argue current incentives make principled candidates lose primaries and centralize executive power.Public Choice and Politics Without Romance (with Mike Munger) · EconTalk · Sep 28
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- Hosts criticize pardons for pay, insider enrichment and political corruption in the administration.The Vatican vs. Thiel, Trump Ex’s New SQUEEZE & Snowden goes NUCLEAR on AI | Julian Dorey · Julian Dorey Podcast · Oct 3
- Argues the administration's foreign policy is corrupt and revolutionary, damaging US institutions and allies.#495 — Foreign Policy for Sale · Making Sense with Sam Harris · Oct 1
- Hosts argue voter suppression tactics and a Trump-favoring settlement threaten fair midterm elections and democratic norms.Hegseth’s Military of the Future: Led by Musk and Gingrich 10/1/26 · The Mark Thompson Show · Oct 1
- Frames Commerce Secretary Lutnick and the administration as conflicted and shielding Tether.Trump Official's Ties to Iran Money Trail Revealed · Legal AF by MeidasTouch · Sep 29
- Shifting US public opinion and possible Democratic control of Congress could enable sanctions against Israel.Is the Iran-Sanctions Playbook Coming for Israel? - with Mark Dubowitz · Call Me Back - with Dan Senor · Sep 28
- Republicans face a worsening midterm environment, with the House majority in serious jeopardy.Trump Meets Anthropic CEO; Rejects Iran’s Latest Offer · Balance of Power · Sep 28
- Speaker argues state policy and midterm timing are delaying a needed federal intervention.🚨 MIKE ARIZA: Is California’s Energy Agenda Helping China? The Refinery Crisis Threatening U.S. Military Readiness · Unleashing Intuition Secrets · Sep 30
- Trump's midterm messaging and attacks on Republicans in tough races are seen as harming GOP prospects.Impeach Pete Hegseth? · Pod Save America · Sep 29
- Hosts argue Republicans are losing ground on prices and the midterms look difficult for the GOP.09-28-26 Part One - Walmart Won't Take It Personal · Red Eye Radio · Sep 28
- Falling approval and Republican criticism of Trump's China conduct ahead of midterms.Did Trump offer arms to Xi Jinping? What happened on the White House tour · The Morning Edition · Sep 30
- Hosts expect Republicans to lose Congress, leaving Trump weaker and more erratic.The Next Powder Keg Ready to Blow · Shield of the Republic · Sep 29
- Trump meme coin dinner is seen as damaging to crypto legislation prospects before the midterms.MAJOR PUMP COMING FOR BITCOIN & ALTCOINS NEXT WEEK!? BNY BANK SECRET CRYPTO PLANS! · Thinking Crypto News & Interviews · Oct 4
- Patel says election-year politics and congressional gridlock make meaningful AI legislation unlikely.The AI warnings are getting louder · Decoder with Nilay Patel · Oct 3
- Election-season volatility and inflation worries are expected to produce a drawdown before relief.U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas · RiskReversal Pod · Sep 28
- Midterm outcomes could bring a Senate loss, tax and deregulation reversal, and data center backlash hurting AI stocks.Michael Hartnett: I coined “Mag7” - Here’s What Ends Their Run · The Master Investor Podcast with Wilfred Frost · Sep 28
- Host argues the GOP is losing support and questions whether the midterm elections will be fair.Wed Episode #2362: COVID Bonuses Rewarded Diagnosis, Ventilation and Death · The REAL David Knight Show · Sep 30
- Criticized a proposed $5,000 payment to voters as fiat-based vote buying that exports inflation to other currencies.Bitcoin Is Antifragile with Tomer Strolight | Bitcoin Infinity Show #222 · The Bitcoin Infinity Show · Sep 28
Mixed 9
- Senate permitting deal timing depends on pre-midterm floor action and possible lame duck action.NWPPA Morning Brief - Wednesday, September 30, 2026 · NWPPA Morning Brief · Sep 30
- Democrats may sweep the midterms, creating investigation risk for crypto firms and figures.The CLARITY Act Is NEVER Coming Back [They Knew It Would Fail] | Dennis Porter · Rob Wallace | Bitcoin News · Sep 28
- Divided or Democratic-led Congress could curb fiscal impulse but threaten AI data center buildout.Trump-Xi Summit: The Investment Playbook After the US-China Détente · InvestTalk · Sep 30
- Midterm and 2028 election spending is a growing business for Stagwell, but companies may stay out of politics.Why most ads are terrible: Former Microsoft CSO · Power Players with Brian Sozzi · Sep 28
- Brazil's tight election could shift Latin America toward Trump-friendly right-wing governments, with unclear market effects.Zelenskyy says Putin’s gloves are off · FT News Briefing · Oct 2
- Split government would halt fiscal stimulus, historically slowing the economy and lowering yields, but markets may be unprepared.MacroVoices #552 David Rosenberg: Navigating The Noise · Macro Voices · Oct 1
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- Midterm and 2028 outcomes could shift capital flows, so investors should hedge both policy scenarios.The WINNING investment strategy for the America-first bull market! · Full Signal · Sep 30
- Midterms seen as a source of volatility with uncertain political trajectory.Crypto Liquidations Hit $380M as Bitcoin Tests Key Support · The Modern Market Show · Sep 28
- Midterm outcomes are seen as a key determinant of near-term US-China relations.When Trump Met Xi - Again · Morning Brief · Sep 28
Neutral 54
- Discussion is factual forecasting of midterm outcomes with no direct investing angle.The Midterms! · Paul Krugman Podcast · Oct 3
- Discusses midterm forecasts and exit polling methodology factually without an investing angle.All About Exit Polls · Beyond the Polls with Henry Olsen · Oct 1
- Hosts dissect midterm Senate races in Texas, Michigan and Alaska, mostly partisan commentary without investing angle.It Keeps Getting Worse For Talarico · Ruthless Podcast · Oct 2
- Host analyzes Senate and governor races and Democratic candidates' prospects without an investing angle.Brutal Debate Moment May Turn Cali Red in Governor's Race · The Rubin Report · Oct 1
- Factual coverage of Texas election administration, polling, fundraising and campaign tactics without a clear investing angle.A Texas Voter Registration Mess at the Worst Time Possible · Texas Take · Oct 1
- Hosts analyze midterm strategy, candidate races, and Democratic messaging across several states.Sabotage: Schumer blocks popular AI bill, looking to boost Democrats’ midterm prospects · Ruthless Podcast · Sep 29
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- Discussed factually as an upcoming event, with limited direct investment conclusions drawn.4 Market Signals Ahead of the Midterms · Thoughts on the Market · Sep 30
- Discussion centers on election integrity, redistricting fights and voter access ahead of 2026.How Trump Could Threaten the 2026 Election · The David Frum Show · Sep 30
- Host argues midterm blue-wave predictions are overstated and that Democratic moderates may stay home.PENTAGON: Elon Musk Returns To Government · Philip Teresi · Oct 3
- Discussion of the Jack Smith hearing and political theater carries no clear investing angle.Generals Out, Drones In: Hegseth's Plan for the Military · Left Face · Oct 3
- Discussion of midterm polling, Trump's rhetoric and GOP defections is factual commentary with no clear investing angle.The Weave Within the Weave · The Fifth Column · Oct 2
- Discussion of politically driven prosecutions and grand jury subpoenas is factual, with no direct investing angle.#161 Grand Juries Gone Wild: A White Collar Lawyer Tells All · Lawyers Who Learn · Oct 1
- Discussion of the California governor debate, midterms and ballot measures is largely factual commentary with no clear investing angle.The Scott Adams School - 10/01/26 Joel Pollak Stops By · Real Coffee with Scott Adams · Oct 1
- Discussion centers on midterm races and get-out-the-vote efforts, with no direct investing angle.The Scott Adams School - 09/29/26 Steve Cortes Returns. Illegal Immigration. Mid Terms. Space-X · Real Coffee with Scott Adams · Sep 29
- Discussion of midterm election security, polling, and Trump interview remarks, with no clear investing angle.The Daily Herold: 10/1/26 - Project Meridian, Auto WarCom, and a Ted Kaczynski Deep Dive · Badlands Media · Oct 2
- Trump's comments on Supreme Court justices and birthright citizenship are presented factually with no investing angle.Trump Regrets His 3 Supreme Court Picks; Rubio Orders Iranians Out | 10/2/26 FIRST LOOK · The Rubin Report · Oct 2
- Extended discussion of the midterms, Republican demoralization and populist messaging, without a clear investing angle.Kontrarian Korner #156 - Ron Dodson · Kontrarian Korner · Oct 2
- Discussion centers on midterm outcomes, Democratic House control, and impeachment prospects for Hegseth.Emergency Episode: Hegseth’s Quantico Manifesto · Shield of the Republic · Oct 1
- Hosts discuss Hegseth's possible presidential or gubernatorial ambitions and culture-war politicking.Pete Hegseth’s Speech Was a Hyper-Macho Freak Show · Bulwark Takes · Sep 30
- Discussion of Trump, populist rhetoric and political speech is analytical rather than investment-oriented.Frank Furedi on the Case for Populism · The Good Fight · Sep 29
- Discussion centers on midterm turnout, party infighting, and political strategy without a clear investment angle.Elon Musk's Chilling Warning Is Coming True as Ugly Details of Terror Plot Revealed · The Rubin Report · Sep 29
- Frames the upcoming midterms and Democratic drift toward socialism as central to voter choices.'Real Time' Crowd Stunned as Bill Maher Gives His Unexpected Take on Crime · The Rubin Report · Sep 28
- Discussion centers on whether electoral reform is possible and on frustration with the two-party system and Trump's second term.The Children of Western Decline w/ Dr. Bret Weinstein: Ep. 560 · The J. Burden Show · Sep 28
- Covers voter ID legislation, the SAVE Act and midterm politics with partisan commentary.Reporter Humiliated as Trap for Elon Musk Blows Up in Her Face · The Rubin Report · Sep 30
- Political alignments of tech figures and super PAC spending are described factually.All-In: How AI Power Chooses Sides in US Politics · Dan's AI Intel · Sep 30
- Discussed Colorado's 14 ballot measures, governor race and legislative balance factually.Colorado Inside Out October 2nd, 2026 · Colorado Inside Out · Oct 2
- Extended coverage of midterm polling, voter suppression concerns and election administration risks.HoosLeft This Week - October 4, 2026 · HoosLeft Podcast · Oct 4
- Midterm messaging, Democratic endorsements, and campaign dynamics dominate the discussion.This is Why Iran is Endorsing Democrats · Ruthless Podcast · Oct 1
- Snyder argues the 2026 midterms are highly consequential for democracy and AI regulation.Timothy Snyder on America’s Superpower Suicide · The Prof G Pod with Scott Galloway · Oct 1
- Discussion of extremist candidates in the midterms is factual with no investing angle.Trump’s Pinky Swear AI Safety ‘Accord;’ An AI Agents Worth the Risk · Uncanny Valley | WIRED · Oct 1
- Covers the Senate vote on a stock-trading ban and the attached photo ID requirement.Passenger Chokes Out Alleged Hijacker; Dems Block Stock Ban Over Voter ID | 10/1/26 FIRST LOOK · The Rubin Report · Oct 1
- Announcements are timed ahead of midterms with Iowa Republicans in competitive races.Trump Announces Largest Steel Plant in U.S. History; EV Mandate Axed | 9/29/26 FIRST LOOK · The Rubin Report · Sep 28
- Discussion of Rubio's regional role and the possibility of a new U.S. administration shifting policy.Rubio Makin Moves · The Jacob Shapiro Podcast · Sep 28
- Discussed as ties between Lutnick, Trump's family and political donations to a super PAC.Trump Spirals as His Commerce SEC. Is Linked to Crypto Company Profiting From Sales to Iran & Hamas · Legal AF by MeidasTouch · Sep 28
- Discussion covers midterm outlook, Trump's falling approval, and concerns about election misinformation.Nvidia’s AI Guardrails, Big Tech’s White House Visits, and Elon’s Voter Data Grab · Pivot · Sep 29
- Legislative partisanship and Taiwan's local elections are discussed without investment implications.Contentious legislative proposals · Taiwan This Week · Oct 2
- Discussion of participative democracy, voting, civics education and founders' political activism.How To Secure $10 Million in Venture Capital Funding with Allison Byers · Ask For An Answer · Oct 1
- Covers Michigan Senate candidate El-Sayed's clash with Bill Maher and political commentary on both sides."Whoop" Bill Maher? Abdul El-Sayed Just Started a War He Can't Win · Keeping It Real: Conversations with Jillian Michaels · Sep 30
- Johnson frames the midterms as a choice between common sense and radical Democrats.Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26 · Squawk Pod · Sep 29
- Discussion of bipartisan congressional divisions over AI oversight and federal versus state rules.El Acuerdo de IA sin consecuencias legales · Café y Finanzas - By Rancel Solutions · Oct 3
- Discussion of candidates campaigning and voter engagement at a local outdoor expo.Former Gov. Jim Gilmore Talks Dominion Merger And Data Centers · Richmond's Morning News with Rich Herrera · Oct 1
- Iranian messaging targets American voters ahead of the midterms, discussed factually.Trump Gets Major SCOTUS Win; Clancy Lawyer Now Asks "Where Is the Evidence?" | 9/30/26 FIRST LOOK · The Rubin Report · Sep 30
- Discusses Trump administration disclosure directive and congressional oversight.#2560 - David Grusch · The Joe Rogan Experience · Sep 30
- Railroad Commission vote outcomes tied to lost statewide races and upcoming election implications.Exxon’s $5 Billion Ask for Carbon Capture · American Energy Works · Sep 29
- Speakers call on embassies and governments to communicate better and refund fees where appropriate.S2:E5 - Doors Wide Shut: African Students and the New Wave of Visa Refusals · TINE Africa Podcast - The New Sound of International Education in Africa · Sep 29
- Discussion of how midterm timing is shaping Trump's Iran decisions and rhetoric.Mark Hertling: Trump on the World Stage is WAY Beyond Embarrassing · Impolitic with John Heilemann · Sep 28
- Discussion of how a future Democratic administration would handle Turkey's democratic backsliding and relations.How Türkiye Navigates a World of War · Pivotal States · Sep 28
- Brief mention of concerns about ICE presence near polling places in November.Episode 35: Too Big for Any State, Too Inconvenient for Washington · Prodigal The Podcast · Oct 4
- Panel predicts Democrats likely to win the House and possibly the Senate, with polls and prediction markets discussed.Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions · All-In Podcast · Oct 2
- Brief discussion of political divides straining marriages, with no market implication.James Sexton, Rick Glassman, Matt McCusker - Mostly Wise #4 - #1156 · Modern Wisdom · Sep 28
- Midterms may shift Congress, but speakers doubt Congress will decisively change China policy.What's next for US-China relations after Xi Jinping's state visit? · The Beijing Brief · Sep 30
- Touches on how a future administration might handle tariffs and Democratic primary positioning.Section 301 and the Spice Man who Sued Trump Over Them · ChinaTalk · Oct 2
- Discussed as context for Fed timing and budget fights before November elections.The Federal Reserve May Have Raised Interest Rates Just as Inflation Started Cooling · WorldviewTube · Oct 1
- Brief mention of federal elections affecting how long current critical minerals policy lasts.Stillwater West Triples in Size and Pivots Toward Development · Mining Stock Daily · Sep 28
Around it
Companies named
- Stagwell1
- Coinbase 1
- a16z1
- OpenAI 1
- Tesla 1
Shows that covered it most
- The Rubin Report8
- Ruthless Podcast4
- Legal AF by MeidasTouch2
- The J. Burden Show2
- Pod Save America2
- Real Coffee with Scott Adams2
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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