Investment Strategies Under a Trump Administration

The transcript discusses market strategies amid political changes, emphasizing the importance of quality investments and large caps. It highlights the uncertainty surrounding the new administration's policies and the potential impact of trade restrictions. Historical comparisons to 2008 are made, noting the risks of market homogeneity and the significance of trade as a global factor.

In what ways does the speaker suggest that market behavior could change in response to new policies?

What is the significance of the 'X Factor' in the context of trade and market predictions?