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S5 Ep. 15

Investment Uncut: Washington update: Politics, policy & geopolitics with Andy Blocker


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This episode was recorded on 29 April 2024 and therefore does not reflect any events after this date.

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. With Andy, we get the update from Washington on the key political and policy issues ahead of the US elections in November 2024.
Before we interview Andy, Jacob talks to James Candia, Consultant at LCP, on the space economy.  We find out what it is, what’s new about investing in the space economy and how you can actually invest in it.

With Andy we discuss:

  • The mood of the nation in the US and how things stand in terms of Biden’s and Trump’s approval ratings.
  • The key voting issues this year and how Trump and Biden are positioned on these issues.
  • How the US economy is performing, the extent to which this favours Trump vs Biden and whether there’s any alternative thinking in the US on being growth agnostic.
  • Whether US support for Ukraine is waning, whether that support will remain in future and what that might look like.
  • What investors should be thinking about in the run up to the election in November.

What’s one thing you would like listeners to take away from this?

As exciting as this world can be, don’t overreact to the day-to-day news cycle.  Take a beat!  One day’s headline is yesterday’s forgotten news and it’s a long time between now and November.

Any recommendations for good books or podcasts: