Brexit
5 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Sep 21, 2020 by Sir Paul Marshall · said 3 times in 3 episodes since 2018 · across every show →
Mentions by year
brought up most by Steve Drobny (1), Sir Paul Marshall (1), James Aitken (1)
tap a year for its mentions
2022 1 mention in 1 episode
2020 1 mention in 1 episode
2018 1 mention in 1 episode
Everything said about Brexit, oldest first
Sep 21, 2020 positive
Fundamental managers beat systematic strategies during the Brexit and Trump shocks
“And the big advantage I would say that fundamental managers have over systematic investing generally is their ability to React quickly to a new paradigm. And so when you get a big event in markets, you're typically at least for two or three months. And we had …”
Oct 26, 2020 neutral
Oct 26, 2020 bearish
May 5, 2022
Drobny: Post-2016, fiscal policy and geopolitics matter more than monetary policy
“In the zero rates world, I thought we were shifting to a place where really it's fiscal and geopolitics that matter, especially after 2016 when you had Brexit and Trump. I think the world really changed and Marco came on board and has just crushed it for our c…”
May 5, 2022 bullish
Drobny: Post-Brexit, LA has replaced London as the global jet set hub
“I think LA is the new London in the sense that London used to be the place where the global jet set got together because the non-doms were there and it was just a global place. But Brexit has kind of killed that. And LA kind of has taken up the mantle in that …”