In this month's episode, we cover these topics:
- Market Update (starts at 1:01)
- Portfolio Update (1:48)
- Post Election Market Movement - Short Term (2:23)
- Post Election Market Movement - Bigger Picture (5:09)
- Cabinet and Congress will be different (9:20)
- Treasure Secretary & the Fed (11:19)
- Tariffs (13:23)
- Looking Ahead (16:02)