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Biden's Prospects, Israel's Fourth Election, and the Five Eyes Alliance

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Manage episode 289456465 series 2639949
Innhold levert av Hedgeye Risk Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hedgeye Risk Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this latest issue of my weekly podcast, we discuss the future of Biden's agenda. Last week, the White House officially unveiled its $2T infrastructure package. The plan is popular among the public, and due to reconciliation, it only needs 50 votes to pass the Senate. Biden will also try to pass a minimum wage increase, a voting rights bill, and immigration reform. But these bills can't be passed through reconciliation and will need 60 votes to bypass the filibuster. While their chances of success are slim at best, Biden may take the most popular bill--a higher minimum wage, properly tailored to meet the objections of Senator Joe Manchin--and throw it in the face of Majority Leader Mitch McConnell just in time for the 2022 elections.

Retailers scramble over human rights. After Nike and H&M criticized China's internment of Uyghurs, the Chinese government rallied boycotts against the two brands. Other companies have now taken softer stances on human rights to try and appease the Communist Party. Though there is also the risk Western consumers will punish brands that don't take a definitive pro-Uyghur stance. Much of this drama will play out over sponsorship deals in the 2022 China Winter Olympics.

Netanyahu tries to form a new government. In the fourth consecutive election, there is still no clear coalition government. Netanyahu, now on trial, has been given the first chance at forming a government. Most analysts suspect the country is headed for a fifth election.

Americans grow cold on China. Fully 89% of Americans now consider China a competitor or an enemy rather than a partner. The negative sentiment is higher among Republicans than Democrats, but negative perceptions have risen equally among both groups since 2018.
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The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  continue reading

50 episoder

Artwork
iconDel
 
Manage episode 289456465 series 2639949
Innhold levert av Hedgeye Risk Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hedgeye Risk Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this latest issue of my weekly podcast, we discuss the future of Biden's agenda. Last week, the White House officially unveiled its $2T infrastructure package. The plan is popular among the public, and due to reconciliation, it only needs 50 votes to pass the Senate. Biden will also try to pass a minimum wage increase, a voting rights bill, and immigration reform. But these bills can't be passed through reconciliation and will need 60 votes to bypass the filibuster. While their chances of success are slim at best, Biden may take the most popular bill--a higher minimum wage, properly tailored to meet the objections of Senator Joe Manchin--and throw it in the face of Majority Leader Mitch McConnell just in time for the 2022 elections.

Retailers scramble over human rights. After Nike and H&M criticized China's internment of Uyghurs, the Chinese government rallied boycotts against the two brands. Other companies have now taken softer stances on human rights to try and appease the Communist Party. Though there is also the risk Western consumers will punish brands that don't take a definitive pro-Uyghur stance. Much of this drama will play out over sponsorship deals in the 2022 China Winter Olympics.

Netanyahu tries to form a new government. In the fourth consecutive election, there is still no clear coalition government. Netanyahu, now on trial, has been given the first chance at forming a government. Most analysts suspect the country is headed for a fifth election.

Americans grow cold on China. Fully 89% of Americans now consider China a competitor or an enemy rather than a partner. The negative sentiment is higher among Republicans than Democrats, but negative perceptions have risen equally among both groups since 2018.
**********

The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  continue reading

50 episoder

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