This is worth the (just short of) 90 minute listen beginning to end.
esp from 58min +
[https://www.youtube.com/watch?v=jvbQFwylsCY](https://www.youtube.com/watch?v=jvbQFwylsCY)
1. Trumps moves are a hard re-set on the economy, getting int cut later to get what he wants as a result of all this chaos.
2. 2yrs in a row with +20% run ups have follow on years that are rough in the markets esp in H2 of said follow on years.
Its pretty insightful.
