Trump's Policies and the Problem of a Strong U.S. Dollar

The video discusses the impact of a stronger dollar on the global economy, highlighting the tension between fiscal stimulus and monetary policy. It explores the potential effects of fiscal stimulus on the business cycle and economic projections, emphasizing the importance of policy over verbal interventions. The discussion also covers portfolio diversification strategies amid market volatility and concludes with an analysis of the jobs report and its implications for the economy.

What are the implications of a large fiscal stimulus at the end of a business cycle?

How do interest rate differentials affect currency movements, particularly for the US dollar?

What factors should be considered when constructing a diversified investment portfolio in a volatile market?