This podcast episode discusses the global economic outlook and the impact of elections in different regions. It covers recent elections in India, where a coalition government was formed, and predicts that India will continue to grow and become an $8 trillion economy by 2032. The episode also explores the implications of European and UK elections, highlighting the potential for increased fiscal spending. It further discusses the upcoming US elections and the importance of the outcome for fiscal outcomes. The episode concludes by examining the potential impact of tariffs and immigration policies on the economy.
