Hello and welcome to Broeconomics.

Now, in this episode, I wanted to give you an update on a whole bunch of things I've been thinking about.

And I was wondering if I could, if I could get a, you know, name one particular topic on it.

I think it's going to be the political situation, what it's doing to the economic situation.

Actually, when I started making a list of things that I wanted to give you in an update, I got quite a lot. I definitely want

to cover the UK budget. I want to cover Trump's win and what that is doing to markets and

the outlook for investments. I wanted to come on to things like

things that have really done well from the Trump trades such as Tesla and Bitcoin. I think Bitcoin,

as we've talked about in previous episodes, is catching the liquidity cycle, which I've talked

about a lot before, but I try and recap some of that.

And the cycle more broadly.

I think that a lot of the Tesla and the Bitcoin stuff, if I went into that and I did it properly,

it's going to take maybe a bit too long. So I might want to do this over two episodes.

So maybe this episode can be about really focusing on

the political stuff in the UK and the US. Well, actually, it's going to be the whole Western

world. I mean, it's the same problem set where they've got in all of them. Europe is not doing

well. But I mean, it's the whole, it's the whole Western world.

So let's get into those things.

And if I need to do it as two episodes, to really flesh out some of those latter ideas,

I will do so.

But let's start off with talking about the UK budget.

The Labour Party recently won the election, not really by virtue of the fact that they were popular and people wanted them.

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