How to Play the Record Setting Stock Rally

The video discusses market sentiment, historical trends, and investment strategies, highlighting the impact of political changes, particularly under President-elect Donald Trump, on market dynamics. It also explores the rotation from bonds to stocks and the potential for inflation, with a focus on Federal Reserve expectations and interest rate hikes.

What concerns does the speaker express about the current stock market?

How does the speaker view the relationship between oil prices and inflation expectations?

What is the speaker's perspective on the Federal Reserve's actions?