china that are soft, if there's a bad jobs report, if there's trouble in europe you're going to see vefrs everywhere react more strongly to that, because donald trump is a volatile character, he's an unpredictable character and he's introduced a new element of unpredictability into the global markets right now. >> let's get down to brass tacks. the people who elected mr. trump feel they have been left behind in this improving economy. what will he do for them on day one? >> well, that's the big question. i mean, if he wanted to be smart, he would try and push through an infrastructure project. because, frankly, you know, we saw in rust belt states that the economy, the fact that people do feel left behind was a big issue for voters. but even when you go further up the food chain you don't have to be a working-class person to heal economic anxiety. there is a sense, anti-establishment sense not just in the u.s. but everywhere, that capitalism status quo isn't working. globalism isn't working for a lot of people. so putting people to work is going to be crucial. getting an infrastructure program group, getting some tax reform would be great. but again, it's going to depend on who he appoints.