How to Play the Record Setting Stock Rally

The video discusses market sentiment, historical trends, and investment strategies, highlighting the impact of political changes, particularly under President-elect Donald Trump, on market dynamics. It also explores the rotation from bonds to stocks and the potential for inflation, with a focus on Federal Reserve expectations and interest rate hikes.

What concerns does the speaker express about the current stock market?

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How does the speaker view the relationship between oil prices and inflation expectations?

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What is the speaker's perspective on the Federal Reserve's actions?

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