Jason Trennert
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.
Continue Reading »
FINANCIAL THOUGHT LEADER JASON TRENNERT WARNS THE PASSIVE STRESS TEST HAS YET TO COME
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
TRENNERT: THOUGHT INFLUENCERS
THOUGHT INFLUENCERS
Barron’s has called Jason Trennert one of Wall Street’s Best Minds. What books are keeping his mind sharp? He gave us two recent reads that have influenced his thinking on two different topics.
Connect
Connect with us on the following social media platforms.