Jason Trennert
ELECTION PORTFOLIO STRATEGY – TRENNERT PART 1
One of the most striking financial characteristics of the pandemic experience has been the seeming disconnect between the economy and the stock market. The economy was severely damaged by the lockdown of business and sheltering in place policies put in effect earlier this year, but until this week the market has been rising with more stocks.
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LEADING INVESTMENT STRATEGIST JASON TRENNERT LAYS OUT THE BULLISH VS. BEARISH CASES MID SHUTDOWN
This week’s guest was concerned about high market valuations before the global pandemic hit and was recommending clients raise some cash. It’s a call he and his team have reiterated since.
He is Jason Trennert, Co-Founder, Managing Partner and Chief Investment Strategist of Strategas Research Partners,
Trennert and his team have been busier than ever assessing the macro effects of the pandemic shutdown including policy, the public, and private sectors of the economy and the markets. In a recent report to clients, Trennert laid out the main arguments in the bull vs. bear debate and where he and his team stand now. As he put it, “In times of acute stress in the markets, I find myself doing less modeling and more thinking.” We asked him to share his investment thoughts.
TRENNERT – GREAT ECONOMIC HERO
GREAT ECONOMIC HERO
Jason Trennert, a student of Wall Street, Main Street, and Washington has seen it all from his perch as an influential investment strategist and head of a leading macro research firm. Always on the look-out for inspiring leaders, he has one to share with us.
Keeping At It: The Quest for Sound Money and Good Government
RECESSION & BEAR MARKET RISKS WITH FINANCIAL THOUGHT LEADER JASON TRENNERT
As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means.
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FINANCIAL THOUGHT LEADER JASON TRENNERT WARNS THE PASSIVE STRESS TEST HAS YET TO COME
[box type=”shadow”]It’s the final week of the spring fundraising season for Public Television, so we are revisiting a recent rare and very popular interview from two-time Morningstar Manager of the Year awardee, David Giroux. Watch the episode again here.NEW THIS WEEK… Passive investing has swept through Wall Street during the nearly decade-long bull market, pushing many actively managed strategies to the sidelines. Financial thought leader Jason Trennert warns the passive stress test has yet to come.
WEALTHTRACK Episode #1451; Originally published on June 06, 2018
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