How Did Investors Hedge Ahead of the Election?

The transcript discusses the market's reaction to the 2016 U.S. presidential election, highlighting the unexpected victory of Donald Trump and its impact on financial markets. It explores the volatility and hedging strategies employed by investors, the sensitivity of different market sectors to Trump's policies, and the performance of financial and healthcare sectors. The discussion also touches on the uncertainty surrounding future market movements and the potential for increased volatility due to Trump's presidency.

In what ways did Trump's election impact different sectors of the market?

What uncertainties remain regarding Trump's policies and their effects on the market?