A lot fewer companies have mentioned Donald Trump on their first quarter earnings calls. Gina Sanchez of Chantico Global and Boris Schlossberg of BK Asset Management discuss with Brian Sullivan.  At the moment, Boris and Gina both believe that the lack of Trump talk is centered around the outcome of the positive earnings that companies are reporting. Investors have huge expectations for the second half of this year, but given that Trump has not presented an Agenda that indicates a push to the economy, we should expect to hear Trumps name a lot more in the days to come.