When today's guest was last on this program back in May, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism. That has proven to be the case worldwide, and particularly so for the US, where Donald Trump has just regained the...

In this week's Weekly Market Recap portfolio manager Lance Roberts and I talk about the round-trip the stock market has made since the Election. Is the rally likely to resume? Or was the exuberance short-lived? We also talk bonds, the recent inflation numbers, Lance's recent trades, and the...