Yellen Would Have to Navigate 'Choppy Waters' as Treasury Sec.: Dan Greenhaus

The transcript discusses Janet Yellen's influence on markets, the impact of fiscal policy and COVID-19 relief on economic growth, and the potential recovery with vaccine availability. It also covers the implications of the US election results on market expectations, long-term economic trends, and the role of interest rates in market rotation. The discussion highlights the importance of tech sectors and emerging markets in the current economic landscape.

What are the long-term expectations for risk assets as discussed in the conversation?

How does the text suggest that the market is pricing in a bounce back after the election results?

What are the expected changes in interest rates and how might they affect market dynamics?