GAM: Trump Will Manage Relationship With Silicon Valley

The video discusses the European market's growth indicators, focusing on PMIs and inflation. It then shifts to the impact of US politics, particularly Trump's policies, on the technology sector and immigration. Finally, it compares European and US equity strategies, highlighting Europe's undervaluation and the performance of cyclicals.

What factors are contributing to the renewed enthusiasm in the market according to the text?

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How does the speaker perceive the impact of Donald Trump's policies on immigration and the tech industry?

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What is the speaker's view on the relationship between the United States and Silicon Valley under Trump's administration?

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In what ways does the speaker suggest that Europe is undervalued compared to the United States?

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What indicators does the speaker mention that suggest a potential recovery in profitability?

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