Scaroni: Trump Foreign Policy to Increase Political Risk

The transcript discusses Rex Tillerson's relationship with Russia, his transition from business to politics, and the implications of US-Russia relations under Trump's administration. It highlights the potential changes in sanctions and the geopolitical landscape, as well as the economic outlook and investment opportunities in emerging markets.

What is the speaker's perspective on the economic relationship between the US and Russia?

How does the speaker view the potential for economic improvement under Donald Trump?

What are the speaker's thoughts on investing in emerging markets like Turkey and Mexico?