Japonica CEO Sees 'Mercenary' Market Embracing Trump

The transcript discusses market expectations and fiscal policy under Trump's administration, highlighting the need for Trump to exceed expectations to influence markets. It covers the impact of Trump's policies on Fed policy and market reactions, with Janet Yellen's cautious stance. The discussion extends to Trump's economic approach, focusing on tax and bank regulation, and the potential for trade conflicts with China. The conversation also touches on job loss in the US due to foreign competition and Trump's persona as a competitive businessperson influencing global relations.

What implications does the new administration's approach have on international trade, particularly with China?

In what ways does the persona of the new president influence his administration's policies?