How Will Bonds Fair in Trump's First 100 Days in Charge?

The video discusses the potential rise in U.S. Treasury yields, influenced by economic policies and global factors. It explores divergent market views on TIPS and inflation expectations, highlighting the impact on bond markets. The discussion extends to reflationary assets and market trends, emphasizing the rotation from bond proxies to cyclicals and value-focused equities.

Discuss the rotation from bond proxies into cyclical sectors mentioned in the text.

What are the implications of geopolitical events on investment strategies as per the discussion?