How to Trade the Trump Election Victory

The transcript discusses market reactions to Trump's election, highlighting initial fears of economic disaster and subsequent stock market behavior. It explores the impact of Trump's policy proposals on market uncertainty, the steepening yield curve, and economic policy uncertainty. The discussion includes the potential effects of Fed rate hikes on equities and the vulnerability of current market conditions. The transcript concludes with an analysis of defensive sectors and potential infrastructure investments under Trump's administration.

What are the implications of the steepening yield curves discussed in the text?

What sectors does the speaker suggest looking into for potential investment?