James Thompson

speaker

987 appearances 3 recordings 1 series first heard Jul 2026 last heard 18 Aug

James Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 2.

Appearances

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The Money Café with Alan Kohler · AI's Double Life · 18 Aug 2026 podcast

Sort of hasn't quite got there yet. matched

Yeah. matched

I I feel like we've been saying we're a month away from disaster for a few months though. matched

All right, Ian in Chiang Mai says, How are markets and governments likely to react to the reasonably possible scenario where Trump declares some kind of BS emergency, in quotation marks, and doesn't hold the midterm elections? matched

He and his goon squads have done the groundwork and couldn't care about the constitution, and yet there seems to be remarkably little discussion of what it could mean. matched

We'll take that as a bit of a comment, Alan, but uh do you think there's a any possibility there? matched

Yeah. matched

look, I I think markets and governments would react very poorly to that. matched

Uh you you can already see the thirty year bond yield is at its highest point as of this m as of month uh Tuesday morning when we're talking it's at its highest point since two thousand and four. matched

So US borrowing costs are pushing higher. matched

If that was to happen, US borrowing costs would go completely through the roof. matched

Um matched

I think the midterm elections are really interesting though, Alan. matched

Uh Michael Hartnett from Bank of America was making this point recently. matched

You know, it could turn out that these are a bit of a referendum on AI. matched

Um, and if the Republicans hold the Senate, then the AI party continues. matched

If the Democrats were to win the Senate, then maybe we do see uh the Democrats trying to put some handbrakes on AI and that pushes stocks down. matched

So I I think it's still a major event for markets. matched

Um matched

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