Will Trump's Speech to Congress Get Promises Rolling?

The transcript discusses market expectations and political promises, highlighting Larry Summers' insights on market risks and presidential proposals. It analyzes the recent market rally, sector rotation, and the implications of Fed rate hikes. The discussion also covers current investment strategies, focusing on healthcare, biotech, and financial services sectors.

What are the key factors that investors are focusing on regarding the market's future?

According to Larry Summers, what historical trend should investors be cautious about?

What does the speaker mean by 'the markets are on a sugar high'?

What expectations are being set for the Federal Reserve's actions in the coming months?

What sectors does the speaker suggest are currently attractive for investment?