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
- 52
- Share
- 5.3%
- Shows
- 50
- Net sentiment
- −0.21
Down from 7.0% of episodes in the weeks before; net sentiment was −0.63.
Bullish 3Mixed 9Neutral 33Bearish 7
3 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 3
- Right-leaning results and Flávio's lead are seen as positive for Brazilian assets and reform prospects.#421 | LULA X FLÁVIO: O VENCEDOR VAI CONSEGUIR GOVERNAR? · Market Makers · Oct 7
- Brazil's first-round vote led to a runoff, which drove strong gains in Brazilian stocks.Brazil Heads to a Runoff and Vale Jumps, Chile Copper Strike Clock Starts, and Vedanta Plans US$2.3 Billion Push · The Mining Insider · Oct 5
- October has historically been strong in midterm years; hosts argue election trades matter less now.NVIDIA VS. MICRON, META MUSE: GAME CHANGER?, MIDTERM TRADES, & IS A MARKET CRASH COMING? · Market Mondays · Oct 6
Bearish 7
- Speaker expects Republicans to lose Senate and House seats amid weak Trump approval and Democratic momentum.The Trump Tornado and Danger in the Dust Bowl · Beyond the Polls with Henry Olsen · Oct 8
- Prediction markets threaten midterm election integrity through misleading posts and possible manipulation.Prediction Markets Have a Lock on the Midterms · The Intercept Briefing · Oct 9
- Midterm elections may bring internal conflict, creating a volatile period for markets afterward.#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze · The Julia La Roche Show · Oct 8
- Moss criticizes the Trump administration's interference in antitrust and energy regulation, expecting lasting damage.S5E10: Economist Diana Moss on the consumer impacts from remonopolization of electricity and other industries · The Energy Markets Podcast · Oct 6
- Speaker expects Trump's party to lose badly in upcoming midterms, raising concerns about the transfer of power.Trump Needs China — But China Wants a Multipolar World | Silk and Steel · UK Column News · Oct 7
- Midterm pressure drives Trump toward keeping gas prices low rather than a coherent Iran plan.Amb. John Bolton on Trump, the Iran War, China & America’s Alliances · The Burn Bag Podcast · Oct 6
Mixed 9
- A Republican sweep seen as most constructive for AI infrastructure; a Democratic sweep least constructive.Will Midterms Test the AI Investment Cycle? · Thoughts on the Market · Oct 7
- Likely Democratic House and possible Senate control could reshape crypto legislation and oversight.Bitcoin Just Got Something It Didn’t Need Congress For | Dennis Porter · The Wolf Of All Streets · Oct 6
- Midterm outcome seen as a coin flip that could cause a lull before late-year gains.The Mag 7 Grip That Won't Let Go · Schwab Network · Oct 7
- Midterm outcome could bring oversight and gridlock, though markets historically perform well regardless.AI, rates and global growth shape the market outlook 10/6/26 · Morning Call · Oct 6
- Budget uncertainty, continuing resolutions and shifting priorities create risk, though demand signals remain strong.The Defense Supply Chain Has Zero Capacity for What's Coming | Patrick Malcor, Ajax Defense · The Future of GovCon · Oct 5
- Hosts argue mainstream polls underestimate Republicans and suggest Democrats may be overestimated, with no clear investing angle.News On The Flipside In Your World Do You Feel Your Media Is Telling You The Truth _ Midterm poles · United Public Radio · Oct 11
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- Midterm gridlock could support equities but may hurt the economy and add policy uncertainty.Trust the Process!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! · Geopolitical Cousins · Oct 10
- A Democratic sweep could bring a short selloff and possible fiscal relief for health care and consumer sectors.11AM Hour: Goldman Sachs Chief U.S. Equity Strategist, Midterm Elections Impact on the Market & Micron to $3,000? 10/8/26 · Squawk on the Street · Oct 8
- Speakers argue war-driven price pain could hurt Republicans in midterms and pressure Trump to back down.Houthis at the Gates | Iran's Hormuz Game | NATO Eyes Kaliningrad · Conversations Among The Ruins · Oct 7
Neutral 33
- Factual midterm polling and race-by-race analysis with no clear investing lean.Washington Weekly Podcast: SCOTUS cases, U.S. midterm election update · UBS On-Air: Market Moves · Oct 9
- Host analyzes midterm dynamics, Trump's approval slump, and election integrity concerns in factual historical framing.Politics Chat, October 6, 2026 · Politics Chat · Oct 7
- Discussed factually as foreign threats to the midterm and future elections, with no investing angle.Will There Be Meddling in the Midterms? · The President’s Inbox · Oct 7
- Campaign strategy and voter sentiment around data centers shape the midterm races.Red, White and Who? The Anti-AI Voters · The Journal. · Oct 7
- Tillis discusses midterm strategy, Republican base dynamics and his break with Trump, a factual political discussion.Losing Friends & Antagonizing Presidents with Sen. Tillis 10/06/26 · Squawk Pod · Oct 6
- Discussion of Bailey's political future, Missouri ballot measures and the November election is factual with no investing angle.Bailey's FBI Tenure, SCOTUS Energy Litigation, Schroer Campaign Threats, and Botched Pike Execution (HOUR 3) · The Marc Cox Morning Show · Oct 5
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- Covers midterm dynamics, debates and candidate disputes factually without an investing angle.2026 October 7 Commuter Top News Headlines l Trump’s Iran Remarks Spark Security Measures and Political… ~ Justice Department Taps Former Obama Official to Review Cornell… ~ Death Row Inmate Christa Pike Speaking After Execution Attempt Fails · The Commuter Top Headlines Podcast Network · Oct 7
- Host attacks Minnesota Republican candidates and questions election security and the primary process.Peter Thiel, Palantir and Flock Cameras—Are We Trading Away Our Freedom? | EP159 | The White House Podcast LIVE 🏛🔴 · The White House · Oct 8
- Brazil's election results and far-right sweep are discussed factually, with the runoff framed as existential.Brazil’s Far-Right Is Surging — Investors Love It · Prof G Markets · Oct 6
- Discussion of US representation of women, electoral structure and polarization is factual, with no investing angle.The women against the strongmen · Cosmopolitics by Elise Labott · Oct 5
- Midterm campaign strategies and battleground races are discussed factually across party lines.Sec. Markwayne Mullin, Sen. Chris Murphy, Sen. John Barrasso · Face the Nation with Margaret Brennan · Oct 11
- Host discusses declining Trump approval and Republican midterm prospects without a clear investing angle.Politics Chat, October 9, 2026 · Politics Chat · Oct 10
- Midterm campaign coverage, polling and party messaging dominate with no clear investing angle.VP Vance says Microsoft can no longer bring in foreign workers on H-1B visas | NYC Mayor Mandani asked about being booed at Oct. 7th attack anniversary vigil · Washington Today · Oct 8
- Discussion of Democratic messaging on affordability and the 2026 and 2028 campaigns.When CEOs Brag About Price Hikes, Groundwork Collaborative Is Listening · Listen to the Story · Oct 7
- Midterm dynamics, lame-duck session prospects and election-result uncertainty are discussed factually.The Permitting Bill Lands, Newsom Picks VPPs Over Community Solar, and the Grid's 97% Problem · Boots on the Ground with Yann Brandt and Abby Hopper · Oct 6
- Covers Trump's role in Brazil's election and US denaturalization policy without any investing angle.The Rest of the World Report | October 6, 2026 — Morning Edition · The Rest of the World Podcast · Oct 6
- Congressional inaction, partisan polarization and upcoming midterms shape trade policy outcomes.Inu Manak on the future of North American economic integration · PIIE Insider LIVE · Oct 8
- Midterm campaign dynamics and party divisions are discussed without a direct investment angle.An AI Task Force, AI & Your Happiness, Plague in Siberia 10/5/26 · Squawk Pod · Oct 5
- Discussion of DOGE's firings and the IRS data handover is factual, with no clear investing angle.France’s Unrest, Middle East Wars, Trump and Greenland, Resisting DOGE · Fareed Zakaria GPS · Oct 11
- Trump's transactional approach and US political standing are discussed factually.Episode 41: Prof. WANG Wen - Xi Jinping, Donald Trump & The Emerging World · Polaris Live Podcasts with Host, Sarwar Kashmeri · Oct 9
- Discussion of midterm polling, Republicans possibly losing the House, and Texas Senate race odds.Episode 45: MintLocke Updates, Tokenized Stocks Controversy & The Senate Clarity Act · The Social Ledger · Oct 9
- Debate centers on how Trump's remarks about Iran and Los Angeles should be interpreted and reported.Did Trump Really Tell Iran to Bomb LA, the AI Bubble Keeps Expanding, and France Is Still on Fire | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 7
- Discussion of voter attention to foreign policy ahead of the midterms, without a clear investing angle.Hegseth’s Grand Plan for the Military Raises Major Red Flags · Bulwark Takes · Oct 7
- Smith responds to Vice President Vance's criticism of Microsoft's visa hiring practices.Microsoft President: Britain Should Write World's AI Rules · Big Boss Interview · Oct 11
- Discussion of Republican candidates, debates and turnout strategy for upcoming elections.Fort Hood Death Penalty, Porsche’s 20% Price Hike & Vance Bans Microsoft's Visas | PBD Podcast #870 · PBD Podcast · Oct 9
- Midterm campaign rallies, debates, and election monitoring are covered factually.NTD Evening News Full Broadcast (Oct 06) · NTD Evening News · Oct 7
- He expects Democrats may take the House and describes rising political polarization.Martin Armstrong #1468 · Coffee and a Mike · Oct 6
- Discussion of Trump's AI accord, Greg Brockman's political donations and the Democrats' potential House takeover.From Fair Game: Sam Altman Talks Donald Trump, Xi Jinping, and the Risk of Extinction (Part 2 of 2) · Still Watching · Oct 6
- Kalshi election markets are described as an aggregated forecast for the midterms.Kalshi vs. Everyone: Co-Founder Luana Lopes Lara on the lawsuits and the long game · Masters of Scale · Oct 6
- Discussed in terms of Congressional control and 2028 primaries affecting defense policy.WarTalk: AutoWarCom + Project Meridian · ChinaTalk · Oct 5
- Notes nationwide protests against data centres and possible effects on US midterm elections.【世界大解说】AI竞争进入算力时代 全球数据中心竞赛升温 | How data centres are driving the global AI race · 世界大解说 | The World Explained · Oct 11
- Midterms are seen as shaping how the administration handles the war and oil prices.The Strategy That Can Win When Stocks Crash · Money Tree Investing · Oct 9
- Altman commented on Washington unpredictability and how a possible Democratic House might affect AI regulation.Sam Altman Talks Donald Trump, Xi Jinping, and the Risk of Extinction (Part 2 of 2) · Fair Game by Vanity Fair · Oct 6
Around it
Companies named
- Vale 1
- Petrobras1
- Kalshi 1
- Microsoft 1
Shows that covered it most
- Squawk Pod2
- Politics Chat2
- Cosmopolitics by Elise Labott1
- ChinaTalk1
- The Future of GovCon1
- The Marc Cox Morning Show1
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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