Markets and Stocks React to Trump's Victory

The video discusses recent market trends, highlighting the habit of buying on dips in the US market and the unwinding of hedging trades. It examines cash balances and the strength of the US economy, emphasizing the role of the private sector. The discussion shifts to commodity prices, questioning if they are driven by infrastructure spending, and concludes with potential impacts of increased defense spending on commodities.

What factors does the speaker believe contribute to the strength of the US economy?

In what way does the speaker suggest that the recent moves in metals might be overdone?