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 are the implications of the political changes discussed for the future of foreign exchange markets?

In what ways does the speaker believe populism will affect globalization?