Investing in Markets at Record Highs

The video discusses the impact of the election on market fundamentals, emphasizing that the trajectory of the economy remains unchanged regardless of the election outcome. It highlights a strategic shift towards financials due to a steepening yield curve and regulatory changes. The discussion also covers expectations for modest economic growth and inflation in 2017, with a focus on the financial sector's performance and the yield curve's influence on market dynamics.

What is the speaker's outlook on inflation and GDP growth for the US in 2017?

What does the speaker suggest about the relationship between regulation and the financial sector's performance?