Sam Zell Sees Markets Reflecting Business Confidence

The transcript discusses the market's reaction post-election, debating whether it's a Trump trade or Obama relief rally. It highlights increased confidence and risk-taking in the business community, with CEOs showing optimism. The discussion covers investment opportunities, particularly in the energy sector, and the impact of economic policies like tax relief and deregulation. The importance of the rule of law in fostering business confidence is emphasized, with a focus on the predictability of the new administration's actions.

What investment opportunities does the speaker mention in relation to the Bakken?

How does the speaker view the rule of law under the current administration?

What sentiment does the speaker express about the future of investment in the US?