Free clip: Investing amid lawlessness

  • Free clip from 28 Apr webinar
  • From oil above $120 to a Fed Chair who can't trust a "closed" investigation, short term is driven by war and whim
  • But the slide towards lawlessness is structural — not just Trump, not just populists
  • Investors keep wanting to assume continuity in a world where the rules themselves have become negotiable
  • First 15 minutes free to view; full version only for clients with Group Webinar and One-on-one subscriptions

Jay Powell's pledge to stay on at the Fed until the DoJ probe is "well and truly over, with transparency and finality" overshadowed the rate decision in yesterday's FOMC - but was a near-perfect illustration of the theme of our webinar this week.

In a world where governments cannot credibly provide such guarantees - where it's not just a case of rules being broken, but enforcement reduced to personal whim - the rules for investors change too.

Our webinar explains why the slide towards lawlessness runs deeper than mere politics - and examines what investors and companies should do about it.

This clip covers roughly the first 15 minutes of the 28 April webinar - the drivers behind the phenomenon. The full replay, including the cross-asset implications and the Q&A - and the notes pages with full transcript - is open only to clients with Group Webinar and One-on-One subscriptions. Your current login and permissioning status shows in the footer below.

Please see here for important legal disclosures about the views expressed in this material and on Satori Insights in general.

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