We're in a Cyclical Bull Market: Davis Rea's Johnston

The video discusses the sustainability of the Trump rally and its impact on various market sectors. It covers potential fiscal stimulus and infrastructure plans, sector rotation, and investment opportunities in energy and healthcare. The discussion also includes the Federal Reserve's role in shaping financial markets and the implications of interest rate changes.

What are the implications of the Trump rally on the sustainability of the market?

How does the speaker view the potential for a correction in the market?

What factors does the speaker believe will influence fiscal stimulus?

How does the speaker assess the potential for energy prices in the current economic climate?

What is the speaker's perspective on the healthcare sector in relation to the aging population?

What concerns does the speaker express regarding pharmaceutical prices?

What is the speaker's outlook on the financial sector in the US compared to Canada?