Trump, Brexit as Speed Bumps to a Market Rally

The video discusses various market risks and uncertainties, including geopolitical factors like Brexit and Trump's potential impact on the market. It provides an overview of the US economy, describing it as mediocre but sufficient for some earnings growth. The video also explores investment opportunities in the energy sector, emphasizing the importance of selecting companies with strong balance sheets and high beta to oil.

What are the potential risks mentioned in relation to Trump's actions in the market?

What advice does the speaker give regarding investments in light of Brexit?

What does the speaker mean by 'geopolitical is a downside risk'?

How does the speaker perceive the current state of the US economy?

What factors does the speaker consider when evaluating companies in the oil sector?