Is Trump Becoming a Reality Markets Can't Ignore?

The transcript discusses the potential impact of a Trump presidency, comparing it to Brexit as a tail risk event. It explores market volatility, investor strategies, and the continuity versus change narrative. The discussion includes the implications for the yield curve, fiscal policy, and international relations, particularly with Mexico, under Trump's isolationist agenda.

In what ways has the anti-establishment sentiment influenced the political landscape according to the speaker?

What are the expected effects on the U.S. dollar and its relations with Mexico if Trump wins?