Ross: Trump Would Be 'Very Good' for Our Portfolio

The transcript discusses the impact of potential changes to the NAFTA treaty on auto parts manufacturing in Mexico, focusing on tariffs as a negotiation tool. It highlights issues with the country of origin rules, where a significant portion of automobile content can come from non-signatory countries like China. The discussion also covers the economic implications of these policies and the strategic decisions businesses might face. Additionally, it touches on political support for Trump, drawing parallels to Brexit and analyzing voting behavior.

In what ways might the current practices in trade affect the competitiveness of Mexican businesses?

How does the analogy between Trump's support and Brexit reflect on public opinion regarding trade policies?