Mark Blyth - Short-term politics versus long-term returns

This is from two months before Trump was elected as president.

What does political uncertainty mean for long-term investors? Do events like Brexit and the wild card of Trump’s presidential candidacy mean we have to think differently about the way we invest? Leading political economist and international author, Professor Mark Blyth, will share his views on:

-􏰀 Why understanding the past is an unavoidable part of planning for the future
􏰀- How to ‘price’ current politics if you are a long-term investor
-􏰀 Where to find upside if ‘long and low’ in terms of interest rates and inflation is here to stay

QE versus Helicopter Money at 21:40
Avoid for god's sake investing in Europe around 25:40
Who thinks Trump could win at 31:37
Approx 46:00 about China.