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
- 56
- Share
- 5.4%
- Shows
- 51
- Net sentiment
- −0.50
Down from 6.4% of episodes in the weeks before; net sentiment was −0.52.
Bullish 1Mixed 7Neutral 38Bearish 10
4 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 10
- Republicans face a likely House loss and Senate risk, with Trump's approval below 40 percent.Way On Base · Beyond the Polls with Henry Olsen · Oct 15
- Presents Trump officials as corrupt and divided ahead of November midterms, with Democrats gaining.Where’s Bo Hines? | The White House Crypto Adviser Who Was on the Industry’s Payroll — October 15, 2026 · The Kinzinger Report · Oct 15
- Trump administration interference, voter-roll challenges, and threats to election officials raise democratic and political risk.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
- Concerns about election integrity and authoritarian moves around the midterms and the 2028 succession.Scott Lucas: Trump's Incompetence is Bad for America, Great for the Rest of the World · The CEO Retort with Tim El-Sheikh · Oct 12
- Trump's foreign policy is seen as shattering alliances, with uncertainty whether successors can rebuild trust.Can the U.S. Still Lead in Today’s World? A Conversation with Jake Sullivan · Carnegie Connects · Oct 13
- The host expects political gridlock around inflation regardless of who wins Congress, leaving the problem unresolved.Inflation Is EXPLODING… And the AI Stock Bubble Is Starting to CRACK! · Watchdog on Wall Street with Chris Markowski · Oct 16
Show 4 moreShow fewer
- Upcoming US midterms and other elections are expected to keep markets headline-driven and volatile.September Mining Equities Lag Commodities as Liquid Leaders Buy Quality · Company Interviews · Oct 15
- Weak poll ratings on the economy add uncertainty ahead of November midterms.Holiday Markets; Musk Chips; Trump Poll; BYD Shares; Cyberleek Memecoin; Amazon Decart; Oil Prices; Volkswagen Deliveries; Stock Movers · The Daily Business & Finance Show · Oct 12
- Hosts expect market chop until midterm election outcomes and related regulatory uncertainty clear.AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029? · Milk Road Stocks · Oct 14
- Midterm election uncertainty and negative headlines are blamed for a gloomy market tone.The Option Block 1507: Walking the Razor's Edge of a Solar Storm · The Options Insider Radio Network · Oct 12
Mixed 7
- Blue House and modest Senate edge seen as status quo, with gridlock historically supportive for stocks.What the Midterm ‘Affordability Election’ Means for Markets · WSJ's Take On the Week · Oct 18
- Permitting reform's passage depends on negotiations and the midterm outcome, with Democrats likely to take the House.Storage Beats Peakers By 65%, Permitting Gets Juicy, and How Large Loads Pay And Play · Boots on the Ground with Yann Brandt and Abby Hopper · Oct 13
- Polls show voters blaming policies for living costs, creating midterm headwinds and October surprise risk.FTM 520: The Inflation Trap (War, Rising Prices & the October Surprise) · Follow the Money with Jerry Robinson · Oct 14
- Ignatius expects Trump's popularity to fall and Democrats to gain a House seat, but warns of retribution cycles.David Ignatius on a World in Transition: Trump, Xi Jinping, AI & Global Power · A Charlie Rose Global Conversation · Oct 12
- Gas prices and affordability will shape congressional outcomes and possible gridlock in 2027-2028.Episode 94: Insights through Investing in the World · Global in the Granite State · Oct 13
- Midterm results could split Congress, creating uncertainty over the FY27 defense budget and appropriations.Defense & Aerospace Daily Podcast [Oct 12, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 12
Neutral 38
- Discussion of midterm races, candidates and White House personnel is factual with no clear investing angle.I Know Who Will Go Next in Trump's Reign of Chaos · Inside Trump's Head · Oct 18
- Covers a political scandal and ambassador resignation with no direct investing angle.The Fall of Kimberly Guilfoyle · The Journal. · Oct 14
- Discussed factually as a midterm preview, with House and Senate races and policy implications laid out.Top of the Morning: Election Watch - Foreign capital, state capitals · UBS On-Air: Market Moves · Oct 13
- Discussed as civic duty and voter responsibility rather than as an investing angle.Choosing "The Lesser Evil" · ellisconversations's podcast · Oct 16
- Factual coverage of midterm races, candidates and voter sentiment with no direct investing angle.Red, White and Who? The Inflation Election · The Journal. · Oct 14
- Discussed factually as analysis of Trump's presidency and the 2024 campaign, with no clear investing angle.Ta-Nehisi Coates on the Lasting Wreckage of Trump’s Second Term · Fair Game by Vanity Fair · Oct 15
Show 32 moreShow fewer
- Discussion focuses on White House infighting and midterm dynamics without a clear investing angle.This Is Trump's Sinister Plot Against His Own Aide · Inside Trump's Head · Oct 16
- Rally is a midterm get-out-the-vote push focused on Arizona and Nevada races and election integrity claims.Badlands Media Special Coverage: 10/14/26 - Trump in Bullhead City, AZ: Katie Hobbs & Tax Cuts · Badlands Media · Oct 15
- Long partisan commentary on midterms, Trump, and state politics with little direct investing angle.Stripe Just Came For XRP · On The Chain - Blockchain and Cryptocurrency News + Opinion · Oct 17
- Discussion centers on Texas and California midterm races and candidate messaging.Hour 2 - DHS Sec. Markwayne Mullin Stops By · The Clay Travis and Buck Sexton Show · Oct 14
- Levi explains his support for Trump and Kennedy and their policy direction.Hollywood Star Reveals Why Actors Are Afraid to Speak Out - Zachary Levi | PBD Podcast #872 · PBD Podcast · Oct 13
- Focus on US democratic erosion, corruption, and upcoming elections, with no direct investing angle.Trump and the Autocrats: Our New Global Disorder| Michael McFaul (Stanford, former US Ambassador to Russia) · Civic Forum · Oct 13
- Extended partisan case for Republicans ahead of the midterms, attacking Democrats throughout.The Contrast, AI Regulation, and This Week's Headlines · Public Perspective · Oct 16
- Hosts discuss Texas races, early voting turnout, and Democratic messaging ahead of the midterms.The Morning XTRA Hour 4(10-15-26) |AI Warfare, Left and Right Humor · The Morning Xtra · Oct 15
- Discussion of election forecasts, Senate math, and incumbency dynamics is largely factual analysis.Lame Ducks, Black Swans, and the 2026 Midterm Elections · The Spillover · Oct 15
- Discussion of campaign ads, Senate races and the November election with no investing angle.America Has a Corruption Problem: Politics, Sports, and Medicine · Native Land Pod · Oct 15
- Discussion of midterm spending, candidate success and likely Senate and House outcomes without clear investment angle.Elon Musk Spent $366M On The Midterms — Will It Work? · Prof G Markets · Oct 14
- Discussion of Democratic donors, super PAC spending and midterm dynamics is factual with no investing angle.The donation Ron Conway regrets, Anthropic's AI models go rogue (again) · The Decoded Podcast · Oct 12
- Midterm races in Michigan, Texas and elsewhere are discussed in terms of polling and candidate positions.Mamdani Trying To Put Pressure On Trump Over NYC ICE Shooting · Brian Kilmeade Show · Oct 12
- Discussion of the Talarico Senate race and midterm election night plans, factual and partisan commentary.Trump–Putin Diesel Deal, James Talarico Mental Hospital Claims | PBD #871 · PBD Podcast · Oct 12
- Covers crypto super PAC Fairshake's midterm endorsements and their spending pattern.Issue 111 – Back the winners · Molly White's Citation Needed · Oct 16
- AI-aligned PACs are shaping congressional races ahead of the midterms, with a focus on future policy influence.Meta’s Muse Won’t Stop Sexting; Apple’s HomeView Is Just a Giant Apple Watch · Uncanny Valley | WIRED · Oct 15
- Trump's diesel moves are framed as electorally motivated ahead of the midterms.Kicking Kyiv: Trump’s doubtful deals · Economist Podcasts · Oct 14
- Frames the diesel deal and prices as midterm election politics.Monday Brief: Did Trump and Putin Just Kill London’s Oil Game? · Promethean Updates · Oct 12
- Host predicts Republican midterm gains and discusses election fraud claims and Ilhan Omar's raid.Wake Up & Smell the Diesel · This Week in Geopolitics · Oct 12
- Host dismisses the midterms as a distraction from the broader Trump agenda and alleged manipulation narratives.The Narrative Ep. 84: American Villain · Badlands Media · Oct 12
- Extended discussion of partisan politics, corruption and midterm campaigning without investment implications.#2565 - Michael Douglas · The Joe Rogan Experience · Oct 14
- Midterm dynamics and populist pressure on prices shape Trump's foreign policy choices.Après Trump · Geopolitical Cousins · Oct 14
- Hosts criticize politicians switching positions and Speaker Mike Johnson's inaction on AI rules.Anthropic Won. Thirty-One States Have Laws on AI. Congress Has Done Nothing · With All Due Respect · Oct 12
- Discussion of the administration's stance toward tech and midterm timing.Microsoft’s president warns the White House · The Decoded Podcast · Oct 15
- Discussion of US interference and Trump's influence on Canadian politics is largely factual.Carney's crises — Quebec, Alberta, Trump ... which one will blow up in his lap? · The Line · Oct 13
- Midterm elections are shaping the timing and political calculus of the Iran war and negotiations.Amb. Wendy Sherman: The Iran Nuclear Deal, Trump’s War & What’s Next · The Burn Bag Podcast · Oct 13
- Trump's pledge to hold strikes until after the November midterms shapes timing of operations.PDB Afternoon Bulletin | October 15th, 2026: Trump May Unleash the "Mother of All Bombs" on Iran & Hundreds of U.S. Troops Sent to Panama · The President's Daily Brief · Oct 15
- Cuban discusses his endorsement of a Texas Senate candidate and his view that parties should be abolished.Mark Cuban: 'I'd Get Rid of All Political Parties' · The Reason Interview With Nick Gillespie · Oct 14
- Brazil's October runoff election is pending, with both candidates described as supportive of resources.Cabral Gold on Commercial Production, Phase 1 Expansion, and a Six-Deposit Resource Update · Mining Stock Daily · Oct 13
- Officials cite the November midterms in bargaining, and Trump's sanctions moves are framed around them.The Rest of the World Report | October 12, 2026 — Morning Edition · The Rest of the World Podcast · Oct 12
- Strategists discuss how a divided government could affect policy and market performance.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
- Brief mention of America's budget deficit figure, reported factually.Houthis attack Riyadh airport; Trump’s “energy ceasefire” between Russia and Ukraine, and more · The World in Brief from The Economist · Oct 12
Around it
Shows that covered it most
- Badlands Media2
- PBD Podcast2
- The Decoded Podcast2
- The Journal.2
- Inside Trump's Head2
- A Charlie Rose Global Conversation1
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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