Markets Face 'Massive Amount of Uncertainty,' MBMG Group's Gambles Says

The transcript discusses the current market conditions, focusing on the impact of Fed policy on borrowing costs and the dollar. It highlights the challenges faced by emerging markets and the lack of incentives for buying due to structural problems. The discussion also covers valuation concerns, market uncertainty, and the dynamics affecting growth plays. The importance of strategy and safe investments like Treasurys is emphasized amidst the prevailing uncertainty.

What factors contributed to the higher borrowing costs mentioned in the text?

How does the speaker perceive the impact of a weaker dollar on emerging markets in 2017?

What are the structural problems that have been identified by people according to the text?

What does the speaker suggest is necessary for the equity market to drive growth?

What is the current sentiment towards Treasurys as mentioned in the text?