President Trump: Why Investors Aren't Worried, Yet

The transcript discusses the potential impact of a Trump or Clinton presidency on international investors, focusing on fiscal and monetary policies. It highlights Trump's preference for fiscal policy over monetary policy, his infrastructure spending plans, and the potential economic implications. The discussion also touches on the long-term stability of US public finances and the importance of investment quality.

What is a key concern for international investors regarding a potential Trump presidency?

• Increased transparency in policies

• Protectionist rhetoric

• Support for international trade

• Decrease in fiscal spending

What policy shift is expected under a Trump presidency?

• From infrastructure to healthcare policy

• From fiscal to monetary policy

• From protectionist to free trade policy

• From monetary to fiscal policy

What does Trump reportedly want regarding US monetary policy?

• Tighter monetary policy

• No change in monetary policy

• Complete overhaul of the Federal Reserve

• Looser monetary policy

What is a potential benefit of infrastructure spending under a Trump presidency?

• Stimulated economic growth

• Higher interest rates

• Increased unemployment

• Reduced fiscal deficit

What is a concern regarding the long-term stability of US public finances?

• Uncertain payoff of investments

• High bond yields

• Decreased infrastructure spending

• Increased transparency