There Is No Thanksgiving Turkey Shortage, Despite Rumors

The video covers various topics including market trends, rate hikes, and global asset allocation strategies. It compares emerging markets, focusing on India and Brazil, and discusses the economic cycle and capital expenditure. The influence of politics on market strategies is also explored, along with a light-hearted discussion on Thanksgiving turkey supply.

What is the significance of politics in the context of market calculations as discussed in the text?

What are the expectations for corporate tax reform according to the discussion?

What is the current situation regarding the national supply of turkeys as mentioned in the text?