Lee: Trump's Bargaining Chip Is to Bring China to Table

The transcript discusses concerns about Donald Trump's potential impact on trade, particularly with China. It highlights Trump's negotiation strategy, emphasizing his use of trade threats as bargaining chips rather than actual conflict. The discussion also covers fiscal policy's role in the economy, market reactions, and the potential for market corrections. The conversation concludes with insights into fiscal stimulus, policy shifts, and the long-term economic outlook.

What are the expectations regarding fiscal policy and its impact on the markets?

What does Bill suggest is the misunderstanding in the market's current optimism?