Podcast: The Slow Boil to Italy’s Populist Moment

This week, Bob is joined in London by financial analyst Emanuele Minotti, CEO of investment advisory Theremos, to discuss the recent anti-establishment upheavals in Italy and what it means for Italian and European equity markets.

Looking back at the past 20 years of Italy’s cheap borrowing as an EU member, there have been numerous missed opportunities to deliver the fruits of those investments to a broader population, while sudden shifts toward austerity have awakened a slow boil towards populism, empowering the current anti-establishment 5Star and Northern League parties. What can we expect in the coming months from the new Italian government, and how will the rest of Europe react? As Minotti points out, the stakes are very high, and the possibility of drastic events should not be discounted.

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