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Macro Musings with Jim Leitner

The Market Huddle

00:00

The Rise of the Polish Opposition

The election for the next parliament and prime minister happens in the fall. I realized Poland has underperformed the rest of Eastern Europe because the Polish government has been very anti-European. The head of the opposition is a politician named Tusk, who was the president of the European Commission. And if he were to win and if the opposition were to form the government, the European would drop dramatically. If that were to go away, we would see a huge boom in Polish assets.

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