The US midterms have rattled Wall Street and shaken the geopolitical chessboard. Jason is joined by Out of Order host Mark Lobel to ask: is this a turning point for Order, or the start of even more Trumpian chaos?

From tumbling AI and defence stocks to Anthropic’s blockbuster IPO, they unpack the financial fallout. Then to Israel: can Gadi Eisenkot assemble a government and end the Netanyahu era — and why have the betting markets got the coalition arithmetic so wrong?

In Ukraine, Russian attacks on the power grid intensify ahead of Abu Dhabi peace talks. Could Trump’s hunger for a deal leave Europe and Ukraine on the menu? And what would credible European security guarantees look like?

ORDERING THE DISORDER

Wage insurance for the AI transition; bold but practical European incentives for democratic post-Bibi change in Israel; and real security guarantees for Ukraine. Mark and Jason explain how we can have less wishful thinking, more strategic courage.

MEGA ORDERERS BONUS

In the Ep 219 bonus only for Mega Orderers entitled: Think Before EU Speak — Burnham’s Brexit Gamble’, Jason and Mark debate France’s protest wave and Andy Burnham’s Brexit gamble. Could a Norway-plus reset help Britain — or hand Nigel Farage the perfect immigration argument? Join the Mega Orderers at https://disordershow.com/club.

SHOWNOTES LINKS — MAIN EPISODE

Associated Press — From high-flying AI stocks to tariff-hit alcohol companies, the midterms shook up Wall Street — https://apnews.com/article/4ac9a6a3c35aeec37374fc8083bf9395

Al Jazeera — Eisenkot tasked with forming a new Israeli coalition government — https://www.aljazeera.com/news/2026/11/8/israels-president-tasks-eisenkot-to-form-new-coalition-government

Radio Free Europe/Radio Liberty — Russian strikes on energy targets leave Ukrainians without electricity — https://www.rferl.org/a/russia-strikes-ukraine-energy/33893219.html

The Babylon Bee — Cheer Up, Friends! Here Are 8 Silver Linings Of The Republicans Getting Blown Out (satire) — https://babylonbee.com/news/cheer-up-friends-here-are-8-silver-linings-of-the-republicans-getting-blown-out

For the market discussion: Dow Jones historical prices — https://finance.yahoo.com/quote/%5EDJI/history/ ; Nasdaq Composite historical prices — https://finance.yahoo.com/quote/%5EIXIC/history/

Further background mentioned in the recording: Mark Lobel’s Out of Order interviews on the Disorder YouTube channel, and earlier Disorder episodes on Ukraine, Israel and security guarantees.

Producer: Sam Cluley (George McDonagh is away this week).

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