What Investors Want to Hear From Donald Trump

The transcript discusses market expectations and reactions to Donald Trump's election, focusing on potential policy changes such as fiscal stimulus and trade deal renegotiations. It analyzes the bond market's term premium and the impact of Trump's economic appointments. The discussion also covers the distinction between conviction and capitulation trades, highlighting the market's response to anticipated fiscal policies.

What role does the speaker believe Paul Ryan will play after Trump's election?

What factors does the speaker suggest will influence the Treasury Secretary's appointment?

How does the speaker differentiate between a capitulation trade and a conviction trade?