Geopolitics and Policy
Tax policy
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 16
- Share
- 1.7%
- Shows
- 15
- Net sentiment
- −0.60
Up from 1.3% of episodes in the weeks before; net sentiment was −0.44.
Bullish 1Mixed 2Neutral 6Bearish 7
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 7
- Hosts argue wealth taxes raise less revenue than promised and drive out wealthy residents.Closing Arguments in the Texas Senate Race · WSJ Opinion: Potomac Watch · Oct 21
- Reverting the SALT cap to $10,000 in 2030 would cut housing activity and brokerage and mortgage revenue.US Elections, Uber Assault Cases, SALT Cap · Votes & Verdicts · Oct 23
- Proposed payroll tax cap removal would raise marginal tax rates on labor and hurt economic growth, panelists argue.Justice Elena Kagan’s Gerrymandering Fix Is to Put Judges in Charge · WSJ Opinion: Potomac Watch · Oct 23
- IRS scrutiny of 351 exchange funds and tax-avoidance strategies creates risk for individual investors who hold them.Episode 99, David Booth, the co-founder and Chairman of Dimensional Fund Advisors (DFA), host Rick Ferri · Bogleheads on Investing · Oct 20
- Robot taxes raise little revenue, cost more to administer than they collect, and burden manufacturers.The Robot Tax That Is Actually Working · The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups · Oct 19
- A proposed California billionaire tax prompts founders to consider leaving and Meta to restructure Zuckerberg's shares.OpenAI’s $1.25T Raise, Starlink Mobile & Zuck’s Tax Deal | EP 2354 · This Week in Startups · Oct 24
Mixed 2
- Payroll tax cap changes and income tax on benefits are competing fixes with distinct tradeoffs.Social Security Is Breaking and Congress Doesn’t Have a Plan · WSJ What’s News · Oct 25
- Dutch proposed wealth and unrealized-gains taxes raise capital-flight risks and discriminate between asset types.France Won’t Default. And That’s the Problem. · Less Noise, More Signal · Oct 21
Neutral 6
- Discussed factually as a planning matter; future tax rate changes are uncertain and not framed as market-moving.When to Contribute or Convert to a Roth Account · Motley Fool Hidden Gems Investing · Oct 24
- Covers US charitable tax treatment, deductions, exemptions and IRS record-keeping rules factually.The charity that is also a time machine · Complex Systems with Patrick McKenzie (patio11) · Oct 22
- Pass-through tax treatment and loopholes are the central policy focus, discussed without a clear investing lean.Meet The Millionaire Class That Really Runs America · Prof G Markets · Oct 23
- Tax loss harvesting mechanics, direct indexing benefits, IRS scrutiny of tax-aware strategies, and card payment fees discussed factually.Tax Loss Harvesting Explained: How Wealthy Investors Cut Tax Bills (And How You Can Too) · InvestTalk · Oct 20
- Discussed factually as a tax-law question, with no clear investing lean.Box spreads could be taxed like ordinary income - NYU Prof. Daniel Hemel · The Albatross · Oct 20
- Debate over high tax and spending levels versus lower taxes and a federal minimum wage increase.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In with Chamath, Jason, Sacks & Friedberg · Oct 23
Around it
Companies named
- United Airlines 1
- Compass1
- Rocket Companies1
- United Wholesale Mortgage1
- Meta 1
Shows that covered it most
- WSJ Opinion: Potomac Watch2
- The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups1
- Bogleheads on Investing1
- InvestTalk1
- The Albatross1
- Less Noise, More Signal1
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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