'Maintaining Overweight Position on Energy'

The video discusses market trends post-US election, potential political risks in Europe, and the outlook on oil prices and the Canadian energy sector. It also covers expectations on US fiscal policy and infrastructure spending, and the impact of US dollar strength on the economy.

Discuss the significance of infrastructure spending as mentioned in the text.

What is the speaker's outlook on the U.S. dollar and its potential movements in the near future?