Bill Gross on Donald Trump, the Fed, and Bonds

The transcript discusses the unexpected market reactions following the election results, focusing on the implications of Trump's policies on markets, corporate tax reform, and economic growth. It covers portfolio management strategies amid volatility, interest rates, and structural challenges affecting growth projections. The discussion also includes sector-specific impacts, such as healthcare and defense, and opportunities in emerging markets.

What does the speaker imply about the future of corporate tax reform?

What are the speaker's thoughts on the Fed's potential actions under the new administration?

What sectors does the speaker identify as potentially affected by changes in healthcare policy?

What is the speaker's perspective on emerging markets following the election?