Bull Market Rolls On, Ignoring Trump and Politics

The video discusses the current state of the stock market, highlighting its record highs and the limited impact of political issues on market performance. It explores the role of tax cuts and GDP growth in driving earnings growth, while noting the longest economic recovery and bull market. The discussion also covers the surprising lack of geopolitical influence on market volatility, with a focus on the VIX and currency stability. Finally, it examines the market's reaction to monetary policy discussions, particularly in relation to President Trump's influence and the FOMC.

Why might geopolitics not be affecting the market as expected?

What does the text suggest about the volatility in developed versus emerging markets?