What's the Conviction Trade for 2017?

The video discusses the impact of a stronger dollar on commodity prices and economic growth, highlighting the effects of the US election and Brexit on currency dynamics. It examines sector performance, particularly in infrastructure, and explores the implications of market volatility and investment strategies in light of geopolitical risks.

Discuss the relationship between economic growth and the strength of the dollar as mentioned in the text.

What factors contribute to the volatility of the pound and its impact on the market?