Stronger Dollar in a Post-Trump World

The transcript discusses market reactions and positioning in a post-Trump world, focusing on the strong dollar and its impact on cross-border flows. It highlights market tensions related to the G20 accord and central bank meetings, including the Fed, BoJ, and Swiss National Bank. The discussion also covers the Federal Reserve's actions, interest rate changes, and potential economic policy impacts, such as tax cuts and deregulation, on market stability and real returns.

In what ways might changes in tax rates and deregulation impact corporate behavior?

What are the potential political pressures the Fed might face in light of proposed economic changes?