Dean Curnutt: Donald Trump Is the Ultimate Black Swan

The video discusses the impact of Trump's policies on market volatility and correlation, particularly focusing on the VIX and potential Black Swan events. It highlights the low correlation environment in the S&P sectors and the underpricing of risk by investors. The discussion extends to global investment flows into US markets and the reactions of American CEOs to Trump's presidency, noting a surge in consumer and small business confidence.

What factors are mentioned that could lead to a change in the current low volatility environment?

How do American CEOs' responses to Trump's policies reflect on market confidence?