Part 2 of 2
Ever since the global financial crisis, macro has really mattered to investment success. Leading investment strategist Jason Trennert identifies four major long-term themes shaping his portfolios
Guests
CHINA’S ECONOMIC SLOWDOWN & POLITICAL CRACKDOWNS HAVE ENORMOUS IMPLICATIONS FOR THE WORLD ECONOMY
ISI Group, co-founded by Ed Hyman, recognized early on that China would play a significant role in the global economy. As China liberalized its economy and welcomed foreign investment, it became the world’s second largest economy. However, under President Xi Jinping, some of these policies have been scaled back, leading to a change in Hyman’s view of China.
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LEADING STRATEGIST JASON TRENNERT IS UNCHARACTERISTICALLY BEARISH. HE EXPLAINS WHAT’S CHANGED
Part 1 of 2
Strategas’ Jason Trennert coined the term TINA, “there is no alternative to stocks,” over a decade ago when interest rates were perpetually low. He explains why he has replaced it with TARA, “there are real alternatives to stocks.”
LEGENDARY ECONOMIST ED HYMAN WORRIES ABOUT THE UNINTENDED CONSEQUENCES OF FED’S RAPID TIGHTENING
In a rare interview, Ed Hyman, Wall Street’s number one ranked economist for 42 years says he is worried about the unintended consequences of the Federal Reserve’s rapid tightening policies
HYMAN: CLASSIC BUSINESS GIFTS
Legendary Wall Street economist Ed Hyman is a voracious reader. He recommends two investment classics as holiday gifts.
ELLIS: INVESTMENT MISTAKE & SUCCESS
Even the most knowledgeable investors make mistakes. Legendary financial thought leader Charles Ellis learned from one whopper, but he is still benefiting from a major success.
