Days of Big Capital Gains Are Behind Us: Eichstaedt

The transcript discusses recent trends in treasury yields, the impact of Trump policies on markets, and changes in Western asset funds. It highlights the comparison between US and global market trends, the role of inflation hedging, and future investment strategies, particularly in the banking sector and emerging markets.

What are the potential risks associated with fiscal stimulus as discussed in the text?

What investment strategies does the speaker suggest for the upcoming year?