How to Ride the Trump Rally

The video discusses the impact of Donald Trump's election on market sectors, focusing on the breakdown of correlations in the S&P 500 and the shift in client investment strategies. It highlights the changes in financials due to the yield curve and examines the correlation between bonds and equities. The discussion also covers future earnings expectations and the market's baseline for growth.

In what ways have market strategies shifted since the financial crisis of 2008-2009?

What is the significance of the 10-year yield in relation to market trends?

How do analysts assess future earnings in the current market environment?