Confusion Between Trump and Fed to Increase Volatility, MBMG's Gambles Says

The video discusses the implications of Fed rate hikes, market confidence, and potential Fed reactions. It highlights the increasing market volatility and analyzes the yield curve trends, referencing Goldman Sachs. The speaker identifies investment opportunities in Treasurys and warns against risks in high yield and emerging market debt, suggesting a shift in investment strategy.

What recommendations does the speaker make regarding Treasury allocations?

What concerns does the speaker express about high yield and junk bonds?