Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine investment winners and losers for years to come.
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JASON DE SENA TRENNERT
Chief Investment Strategist, Strategas, a Baird Company
ACTION POINT
TRENNERT: TAKE ADVANTAGE OF TIME ARBITRAGE
BOOKSHELF
0NE INVESTMENT
TRENNERT: SPACE RACE
Rocket Lab Corporation (RKLB)
- Price: $134.28 on 5/20/2026
- 52-week range: $23.92 – $138.38
STOCK, BOND, FUND MENTIONS
- Intercontinental Exchange (ICE)
- Chicago Mercantile Exchange (CME)
- Strategas Macro Thematic Opportunity ETF (SAMT)
- Rocket Lab Corporation (RKLB)
- VanEck Junior Gold Miners ETF (GDXJ)