Failed U.S. Health Deal Weighs on Markets

The video discusses the market's reaction to healthcare reform, highlighting the volatility and the role of the Freedom Caucus. It examines Trump's political capital and its impact on tax reform, noting the preference for deficit-funded tax cuts. The discussion shifts to market volatility, call options, and the VIX index, emphasizing the influence of political events. Finally, the video explores the dollar's weakness, potential tax policies, and their implications for small cap strategies and the yield curve.

What factors contribute to market volatility after significant political events?

How does the blocking of healthcare reform relate to tax reform efforts?

What implications does a lack of political capital have for Trump's tax reform plans?

How do market reactions to political events reflect investor sentiment?

What role do central banks play in stabilizing markets during periods of uncertainty?

In what ways might a border adjustable tax influence the strength of the dollar?

What are the potential impacts of tax reform on small cap versus large cap companies?