Yu: Being Long Dollar Eats Into Reflation Trade

The video discusses the impact of the dollar on US and global reflation, highlighting the challenges of currency trends. It explores the debate between capital flows and interest rates, with a focus on the Eurozone's performance despite political risks. The discussion also covers the potential surprises in market pricing and the implications of financial conditions on equities. Finally, it advises on long-term investment strategies, emphasizing the importance of staying invested despite political uncertainties.

In what ways does political risk influence market pricing according to the discussion?

What is the significance of opportunity cost in investment strategies during political events?