Populist politicians have one key campaign message in common, 'the system is broken'.

US president Donald Trump campaigned on the slogan 'Drain the Swamp', which resonated with middle America's view that the US political and financial system was rigged to benefit the country's most wealthy. 

Sam Wilkins, a senior advisor at research firm Oxford Economics, explains how populists gather mass support on polarizing policies but end up actually being quite moderate leaders that only take extreme action when they feel 'up against a wall.'

Speaking at the Citywire Latin America retreat in Montevideo, Uruguay, Wilkins  reveals what could trigger Trump to implement some of his more radical policy ideas on trade and immigration and what that would do to financial markets.