Morgan Creek CEO Sees U.S. Market Struggle for 2017

The video discusses the market outlook for the US, Europe, and Asia, highlighting opportunities and risks. It explores the impact of trade wars and declining global trade, drawing parallels to historical events. The influence of political factors, particularly in the US, on market conditions is examined. The video also analyzes trends in the bond market and interest rates, considering their potential effects on financial conditions.

How does the speaker compare the current trade situation to the late 1920s?

What are the potential risks mentioned regarding the US economy?

What opportunities does the speaker see in Asia, particularly in Japan?

What concerns does the speaker express about trade wars?

What is the speaker's outlook on interest rates in the long term?