Sorting the Good and the Bad of the Trump Trade

The video discusses market reactions to political changes, emphasizing the importance of managing emotional responses in investment decisions. It highlights global economic trends, valuation concerns, and potential investment opportunities, particularly in Europe. The discussion also covers the impact of policy uncertainty on market valuation and the strategic reshuffling of portfolios.

In what ways might investors need to adjust their asset allocation strategies?

What opportunities exist in European markets compared to the US market?