Trump's Words of Working Together Soothe Markets

The transcript discusses the surprising market reactions following Donald Trump's election win, highlighting the resilience of risk assets and the impact on emerging markets. It explores the potential volatility and economic implications of Trump's policies, particularly in relation to populism and its effects on real returns, capital, and the dollar. The discussion also touches on the importance of monitoring economic indicators like inflation and real yields to assess future market conditions.

What does the speaker believe about the future volatility in the market?

How did the speaker feel about the overall sentiment in the market after Trump's speech?