Gilbert: Trump Good for Equities Amid Protectionism Woes

The transcript discusses the potential impact of Donald Trump's presidency on business and markets, highlighting his pragmatic approach and business acumen. It explores market volatility, the role of gold as an asset, and inflation trends. Concerns about protectionism and emerging markets, particularly China and Mexico, are addressed. The discussion also covers interest rates, liquidity, and the challenges faced by European banks in a low-interest environment.

What qualities does the speaker believe the President will have?

How does the speaker view the relationship between business and the President's actions?

What concerns does the speaker express regarding protectionism?

What is the speaker's opinion on emerging markets?

What factors does the speaker believe will influence inflation?

What does the speaker suggest about the Fed's interest rate policy?

How does the speaker assess the current state of European banks?