MBMG Group Gambles Sees Ongoing Volatility In U.S. Politics, Markets

The transcript discusses the political challenges facing the incoming Biden administration, including the impact of GOP issues and US-China relations. It explores the potential volatility in US asset valuations due to political disruptions and analyzes market expectations regarding monetary policy. The discussion also covers investment strategies, highlighting the importance of risk management and opportunities in Asian markets, particularly in Chinese tech companies like Alibaba.

What opportunities are presented by the current state of the market for defensive assets?

What factors contribute to the current valuation of Asian equities?

How does the recovery in China compare to other regions according to the text?