Hatheway: Trump Must Do No Harm in Foreign Policy

The transcript discusses the political and economic landscape in the US, focusing on the duties of the President and the impact of domestic and foreign policies on markets. It highlights the balance between fiscal stimulus and deregulation with potential negative effects from foreign policy changes. The discussion also covers investment attitudes post-election, noting a lack of panic and reaffirmation of reflationary trends, with a focus on value and financial sectors.

What is the primary duty of the President of the United States according to the text?

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How does the speaker describe the impact of foreign policy on the markets?

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What is the significance of the term 'reflationary dynamic' in the context of the text?

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What are the two major risks mentioned that could potentially derail the economy?

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What does the speaker suggest about the trend in equity markets?

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