Barclays' Barth: Markets and the Politics of Rage

The video discusses the concept of the 'politics of rage' and its impact on global markets, highlighting the rejection of traditional political centers. It examines how unexpected political outcomes like Brexit and the US election have surprised markets. The discussion extends to the rise of populism, its implications for economic structures, and the demand for sovereignty and direct democracy. The video also explores the effects of globalization and deglobalization, particularly on emerging markets, and concludes with a reflection on political trends at Davos.

What is the 'politics of rage' primarily associated with?

• Support for traditional political parties

• Rejection of the political center

• Stable market conditions

• Increased globalization

Which event is mentioned as an example of market surprise due to political outcomes?

• The imposition of tariffs

• The rise of direct democracy

• The election of Marine Le Pen

• The US election

What is a common theme among countries experiencing a rise in populism?

• Desire for more globalization

• Demand for direct democracy

• Support for the political center

• Increased immigration

How might populism affect emerging markets according to the discussion?

• Increased growth rates

• Greater benefits from globalization

• Potential deglobalization

• Stable exchange rates

What economic impact is expected from countries imposing tariffs?

• Stable exchange rates

• Greater market integration

• Increased long-term growth

• Negative impact on exchange rates