Will Trump's Plans Risk Overheating the Economy?

The video discusses the impact of Donald Trump's presidency on equities, highlighting potential growth and inflation. It examines market reactions, fiscal policies, and the challenges of funding. The discussion extends to interest rates, economic implications, and the influence of politics, particularly in Europe, on market dynamics. The video concludes with a future market outlook, considering earnings, growth, and confidence.

What is the significance of the French election as discussed in the text?

What factors are mentioned that could impact the equity markets moving forward?