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
- 53
- Share
- 5.7%
- Shows
- 37
- Net sentiment
- −0.20
Down from 6.2% of episodes in the weeks before; net sentiment was −0.52.
Bullish 1Mixed 10Neutral 38Bearish 4
5 weeks
Share of each week's episodes, and net sentiment.
0%5%
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 4
- Hosts see Republicans in trouble with tactics backfiring, with close races likely to tilt Democratic.Why Trump Will Pay the Price for MAGA’s Vilest Ad · Inside Trump's Head · Oct 25
- CNBC poll shows Trump's approval falling and weakening his coalition ahead of midterms.OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26 · Squawk Pod · Oct 23
- Midterm pressure over gas prices and Republican divisions shape Trump's Ukraine decisions.Trump Turns on Ukraine · The Journal. · Oct 20
- A possible Democratic sweep in midterms could bring more aggressive crypto regulation.Bitcoin Was Recovering. Then Wall Street's AI Problem Hit. | Carlos Domingo · The Wolf Of All Streets · Oct 22
Mixed 10
- A likely Democratic House wave and tight Senate map create both upside and downside for markets.Talking Midterms with Libby Cantrill (FvF Ep. 210) · Facts vs Feelings with Ryan Detrick & Sonu Varghese · Oct 21
- Divided Congress would limit legislative action, but courts and tariffs remain key presidential levers for markets.US Elections, Uber Assault Cases, SALT Cap · Votes & Verdicts · Oct 23
- Speakers see midterms as a volatility trigger, with a possible clearing event for risk assets afterward.Imminent Squeeze?🚨Crypto Market Update · The Paul Barron Crypto Show · Oct 20
- Midterm timing constrains Trump's war decisions and could shift congressional power afterward.The Iran War and the Midterms · The President’s Inbox · Oct 22
- Midterm expectations could bring a short-term selloff followed by more predictability for markets.Revoke.cash Walkthrough: The Tool Every Self-Custody User Needs + What is Tornado Cash? | Ep 591 · Rise Up Media · Oct 20
- A Democratic win could bring data center restrictions that hurt AI, though Ives thinks the bite may be smaller than feared.85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · The Pomp Podcast · Oct 22
Show 4 moreShow fewer
- Midterm uncertainty typically weighs before November, but post-midterm markets have historically been strong.Is Inflation About to Derail the Rally? · Macro Mondays · Oct 19
- Strategist sees midterms as a clearing event for risk, while others doubt it resolves uncertainty.Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 · Halftime Report · Oct 21
- Midterm elections and inflation discontent could constrain the administration and reshape the economic outlook.Air Cargo Unpacked: Peak Season, Wartime Costs · The Freight Buyers' Club · Oct 20
- Midterm uncertainty and Trump-related unpredictability add volatility that supports gold, though it is a minor topic.Precious Metals Squeezed by Persistent Oil Inflation · Morning Drive · Oct 23
Neutral 38
- Factual analysis of Senate race dynamics and campaign strategies with no investing angle.Races in Minnesota and Michigan May Decide Senate Control · WSJ Opinion: Potomac Watch · Oct 22
- Discussion of midterm outcomes and Trump's reaction is political analysis with no direct investing angle.I Know What Trump Will Do After Crushing Defeat · Inside Trump's Head · Oct 21
- Voter sentiment and swing-district dynamics are described factually without a clear investing angle.The Bethlehem Project: Voters feel anxious and uncertain as US midterms near · FT News Briefing · Oct 25
- Discussion of the Texas Senate race and candidates is factual campaign coverage with no direct investing angle.Could a Libertarian Swing the Texas Senate Race? · The Reason Interview With Nick Gillespie · Oct 23
- Reporting describes voter sentiment and campaign dynamics without a clear investing angle.Red, White and Who? The Swing Voters in South Texas · The Journal. · Oct 21
- Discussion is analytical about polling accuracy and midterm outcomes with no direct investing angle.Throwing Cold Water on the Blue Wave · Beyond the Polls with Henry Olsen · Oct 22
Show 32 moreShow fewer
- Discussed factually as campaign dynamics and voter sentiment, with no clear investing angle.Closing Arguments in the Texas Senate Race · WSJ Opinion: Potomac Watch · Oct 21
- Discussed factually as a test of democratic health, with no direct investing angle.Martin Wolf on the US midterms: What’s at stake for the world? · FT News Briefing · Oct 24
- Centers on a Michigan Senate candidate's religious loyalty and campaign confrontation, with no investing angle.Does El-Sayed Have Ties To The Muslim Brotherhood? · The President's Daily Brief · Oct 20
- Candidate lays out campaign strategy, coalition building and attacks on her Democratic opponent, without a clear investing angle.Can Michele Tafoya Win the GOP a Minnesota Senate Seat? · All Things with Kim Strassel · Oct 20
- Factual polling and spending analysis on midterms; House likely flips while Senate remains uncertain.Washington Weekly Podcast: Election Day countdown, Geopolitics, Fraud awareness · UBS On-Air: Market Moves · Oct 22
- Covers political statements and campaign positioning without any direct investing angle.Vance's CBS Town Hall | Slotkin's 'Deterrence Message' | France Erupts | 10/19/26 · The A.M. Update · Oct 19
- Discussion of midterm redistricting and House control is factual political analysis without a direct investing angle.Justice Elena Kagan’s Gerrymandering Fix Is to Put Judges in Charge · WSJ Opinion: Potomac Watch · Oct 23
- Discussion of midterm scenarios and Trump's likely reactions is analytical, with no clear investing angle.This Is the Sordid Reason Trump Bows to Putin · Inside Trump's Head · Oct 23
- Covers midterm races, socialism attacks and Hegseth impeachment plans without a clear investing angle.Why Calling a Democrat a Socialist Isn’t the Insult It Once Was · WSJ What’s News · Oct 23
- Factual reporting on election monitoring, voter-roll disputes and the Maine Senate race with no investing angle.October 22, 2026 - PBS News Hour full episode · PBS News Hour - Full Show · Oct 22
- Discussed factually as candidates' positions on Social Security in the midterm campaign.Social Security Is Breaking and Congress Doesn’t Have a Plan · WSJ What’s News · Oct 25
- Discussion of midterm prospects, party divisions and political influence campaigns with no clear investing angle.My Unredacted Interview with The Leah Files · The Shawn Ryan Show · Oct 19
- Discussion of how US midterm elections may shift Trump's stance on Ukraine support.Cash test: can Europe support Ukraine alone? · Economist Podcasts · Oct 21
- US disengagement from Europe discussed as a policy direction, not as an investment call.Is NATO Still Europe’s Best Bet? · Europe Inside Out · Oct 21
- Brazil's election is discussed factually as a political contest with parallels to US politics.Brazilianization · The Jacob Shapiro Podcast · Oct 19
- Iran's strategy aims to pressure Trump's party through higher gas prices ahead of the November midterms.October 21st, 2026: Communist Groups and International Activists: Who's Driving France's Unrest? · The President's Daily Brief · Oct 21
- Discussion of midterm odds and possible Democratic sweep, described factually with market implications.Why The Tech Selloff Just Reversed Course · Prof G Markets · Oct 20
- Midterm legal fights in Alaska and California are reported without investment implications.Stock markets stumble; Trump to cut more Canada tariffs, and more · The World in Brief from The Economist · Oct 24
- Midterm polling and attack ads in Ohio's governor race are reported factually.AI Rout Finds a Floor. For Now. · WSJ What’s News · Oct 23
- Discussion of Nigeria's incumbent president's electoral prospects and voter turnout.Songs of disenchantment: the sorrow of Nigeria · Economist Podcasts · Oct 23
- Extended debate on democratic model reform, public-sector pay and Congress representation.#427 | A ELEIÇÃO ESTÁ POR UM FIO: O QUE PODE DECIDIR LULA X FLÁVIO? · Market Makers · Oct 21
- Base case is split government after November, with limited near-term AI regulation expected.Top of the Morning: CEO Macro Briefing Book Q4 update · UBS On-Air: Market Moves · Oct 21
- Discussion of November 2026 races and possible House and Senate shifts and their effect on energy policy.Texas energy heads into the 2027 session · Energy Capital Podcast · Oct 21
- Discussion covers Democratic messaging on socialism and social programs and the need for voter turnout.Shadow Politics, October 18, 2026 · Shadow Politics with US Senator Michael D Brown · Oct 19
- Midterm timing is cited as a factor in planning for possible US strikes on Iran.PDB Afternoon Bulletin | October 23rd, 2026: Iran Threatens to Unleash Chaos Across the Middle East & Moscow Tests NATO's Limits · The President's Daily Brief · Oct 23
- Trump's tariffs on Brazil were tied to Bolsonaro, making the runoff relevant to US-Brazil relations.The World Cup of Politics (Brazil Elections) · The Jacob Shapiro Podcast · Oct 23
- Midterm polling, candidate positions and turnout are discussed factually.Trump Warns America Could Face France-Style Riots · The Larry Elder Show · Oct 21
- Covers attack ads and a campaign-staffer video alleging foreign donations in Michigan's Senate race.Amazon Has Warehouses Of GPUs That Can’t Be Installed + Shocking Campaign Allegations | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 21
- Mentions Trump endorsing Netanyahu ahead of Israel's election.Zelensky says America has restarted intelligence sharing; more protests in France, and more · The World in Brief from The Economist · Oct 19
- Midterm elections on November 3 are cited as the timing trigger for possible strikes.October 23rd, 2026: Israel Sends Dozens of Fighter Jets Toward Iran & Russia's Secret Cable Surveillance · The President's Daily Brief · Oct 23
- Possible Democratic House gains would bring investigations into US dealings with Venezuela.Brazil’s Runoff Election Is a Close Race Between Lula and Bolsonaro · The Spillover · Oct 22
- Brief mention of Marine Le Pen's law-and-order platform ahead of the French election.Disorder of magnitude: France’s riots · Economist Podcasts · Oct 20
Around it
Shows that covered it most
- The President's Daily Brief4
- Economist Podcasts3
- Inside Trump's Head3
- WSJ Opinion: Potomac Watch3
- WSJ What’s News3
- The Jacob Shapiro Podcast2
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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