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 characteristics do the Brexiteers share according to the speaker?

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