Stock and Bond Shakeout as Trump, Clinton Tighten

The video discusses the bond market's reaction to the policies of presidential candidates Donald Trump and Hillary Clinton. It highlights the market's uncertainty with Trump's wider range of potential outcomes, leading to increased risk premiums. The discussion also covers risk parity, potential stimulus under Trump, and the limited fiscal room for both candidates. Finally, it offers investment strategies to hedge against election uncertainty.

What is the investor's perspective on the importance of the presidential election?

How might the market react differently if Donald Trump or Hillary Clinton wins?