Investing in Donald Trump's Economic Policies

The transcript discusses the GOP's pro-business agenda, focusing on tax reform and increased spending, while also addressing concerns about anti-trade and immigration policies. It highlights market reactions to political changes, predicting growth opportunities despite initial volatility. The discussion also covers potential impacts on deficits and the importance of responsible fiscal policies.

What challenges does Donald Trump face regarding deficit spending and bond markets?

What are the potential offsets to deficit spending mentioned in the text?