Markets Shrug Off Policy Uncertainty

The video discusses the rising global economic policy uncertainty index and the fear index, highlighting the divergence between them. It explores various risks like globalization collapse and Brexit, and how markets have reacted. The video also examines inflation expectations, the VIX, and the CBOE skew index, analyzing their implications on market volatility. Finally, it discusses the impact of US policies, particularly under Trump, on global markets and asset classes.

In what ways might the VIX be considered a false indicator of market signals?

Discuss the potential impacts of Donald Trump's policies on global markets.