Trump and Volatility

Topics discussed:

1. Volatility expectations in the weeks/months ahead
   • Trade war
   • Currency
   • Brexit
   • Hong Kong
   • The Fed
   • Asset allocation when the 10-year is 1.65% and equities face uncertainty and volatility
   • Within equities, what looks good?
2. Energy sector
3. Is big tech/new tech dead?
4. Low beta or high beta?
5. Outlook for dividend growth

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com