Where Money Is Flowing Post-U.S. Election

The video discusses the impact of the election on ETF funds, bond and equity markets, and commodities. It highlights the strong dollar's effect on global markets, particularly in relation to China and the US. The discussion also covers currency trends, including the euro and yen, and their economic implications. Finally, it explores corporate investment strategies and potential policy changes under President Trump, emphasizing the need for wage increases and repatriation of cash.

What potential challenges does the speaker identify regarding the demand for commodities in the U.S.?

In what ways does the speaker suggest that consumer spending might change in response to economic conditions?