What Would Boris Johnson as Prime Minister Mean for U.K. Assets?

The transcript discusses Boris Johnson's potential leadership of the Tory party and its implications for UK assets, focusing on Brexit scenarios. It explores the economic impact of a no-deal Brexit versus softer outcomes, highlighting the role of Sterling. The discussion includes an analysis of Tory leadership candidates and their Brexit stances, emphasizing the influence of Brexiteers on UK politics and market perceptions.

What is Boris Johnson's proposed base case for Brexit?

• Canceling Brexit

• A second referendum

• A no-deal Brexit

• A soft Brexit

Which of the following is NOT mentioned as a Tory rival for the UK Prime Minister position?

• Jeremy Corbyn

• Tom's favorite

• Penny Mordaunt

• Dominic Raab

What is the likelihood of a Brexiteer becoming the next UK Prime Minister according to the transcript?

• Equally likely as a Remainer

• Impossible

• Almost certain

• Very unlikely

How are the Brexiteers described in terms of their approach to Brexit?

• Completely different

• Relatively like-minded

• Indecisive

• Unpredictable

Why is Boris Johnson viewed as a clear favorite by the markets?

• His ability to create consensus

• His opposition to Brexit

• His economic policies

• His popularity with the public