Putin Names New Premier

The transcript discusses the political maneuvers of Vladimir Putin, particularly in light of the constitutional term limits that prevent him from running for president again in 2024. It explores the potential strategies he might employ to maintain influence, such as constitutional changes and shifts in the Prime Minister's role. The discussion also covers the market's reaction to these political changes, noting an initial sell-off in the ruble followed by stabilization. Investors are reassured by the continuity in fiscal policies and the respect for key figures like Finance Minister Anton Siluanov.

What are the potential options for Putin to maintain power beyond 2024?

What does the initial market reaction to the news about the Finance Minister indicate?