Siemens CEO Kaeser Feels 'Pretty Good' About His Company

The video discusses betting against Europe's major companies, including Siemens, and the potential impact of US infrastructure spending under Trump's administration. Siemens' significant presence in the US is highlighted, with a focus on its contributions to infrastructure and manufacturing. The importance of sustainable investment and market fundamentals is also emphasized, encouraging investors to make informed choices.

In what ways does Siemens contribute to the infrastructure in the United States?

What does the speaker suggest about the relationship between investment choices and market fundamentals?