Trump Trade: Building a Portfolio on a Market Floor

The video discusses recent market trends, emphasizing the importance of fiscal policy and its impact on different sectors. It highlights client preferences for Trump and anti-Trump portfolios, focusing on energy and financials. The speaker advises diversification across global equities and fixed income, noting the drop in correlations since the election. The video concludes with portfolio strategies, advocating for equities over bonds and identifying IBM as a promising stock opportunity.

How has the market performed in the last 90 days according to the speaker?

What are the expectations regarding fiscal policy mentioned in the text?

What is the significance of energy pipeline regulation as discussed in the text?

What advice is given regarding portfolio diversification?

What transition is IBM undergoing according to the speaker?