Macquarie: Buy 'Fortress America' in Trump's America

The video discusses the significant drop in North American stocks, highlighting the impact of Trump's isolationist policies on the market. David Doyle, an economist, provides insights into the US economic outlook, suggesting that despite policy uncertainties, the economy is likely to expand. He introduces the Fortress America basket of stocks, which are insulated from global trade risks. The video also explores Trump's protectionist stance, including potential tax reforms and trade negotiations, emphasizing the need for investors to focus on US-centric stocks.

What are the two fronts on which the speaker believes Trump will pursue protectionism?

What uncertainties does the speaker mention regarding Trump's potential tax reforms?