Gotham's Greenblatt Says Market Has Factored In Solution to Trade War

The video discusses the potential impacts of a company's decision to stop deploying capital, predicting that the market has already factored in a resolution to the trade war. It suggests that while a deal may not accomplish much, it is expected for political reasons. If no deal occurs, it could negatively affect the market, but the market is currently priced as if a deal is the logical outcome.

What factors should be considered when analyzing the trade deal's impact?

How is the market currently priced in relation to the expected trade deal?