RECENT PROGRAMS
REALLY CHEAP MARKETS AND THE PANDEMIC’S HIDDEN TOLL WITH FINANCIAL THOUGHT LEADER ROB ARNOTT
Can investing be simple? With the 20/20 vision of hindsight it sure looks that way. Had investors just decided to stay in the U.S., invest in growth stocks, especially mega-cap tech stocks they would have hit the trifecta over the last decade or more.
Has the COVID-19 pandemic changed that formula for success? It has not. If anything it seems to have accelerated and accentuated it.
The extended FAANG family known by the acronym FAANGM for Facebook, Amazon, Apple, Netflix, Google’s parent Alphabet, and Microsoft recently comprised close to 24% of the total market cap of the S&P 500, topping what dot com stocks reached at the height of the tech bubble.
Left in the dust by this juggernaut combination of U.S mega-cap tech are other stock market sectors including value stocks, small company stocks, and international markets, particularly emerging markets.
It just so happens that those are the very areas that this week’s guest believes we should be focusing on now.
EXTRA — “REALLY BAD” TO “BETTER” — FULL INTERVIEW
Earlier this month we reached out to Ed Hyman, voted Wall Street’s number one economist for a record 39 years, to get his take on the pandemic and the unprecedented global economic shutdown it triggered.
It was a rare opportunity to have a lengthy and wide-ranging discussion with this highly sought after legend. Because of time constraints, we could only broadcast a portion of it on our TV program so we decided to share the entire interview with you here. I know you will benefit from it as much as I did.
WALL STREET’S #1 ECONOMIST SEES A REALLY BAD ECONOMY GETTING BETTER BUT FEARS A DAMAGING 2ND WAVE
[box type=”shadow”] This post contains the edited broadcast interview. We’ve also posted the extended interview – an additional 15 minutes of insight. You can find it here.No doubt about it. The stream of economic news is terrible. The pandemic induced shutdown of much of the U.S. economy, Europe and other countries has resulted in stunning declines in employment, income, sales, earnings, government revenues, and overall economic output.
This week’s guest has been following and cataloging all of the economic and policy developments since the beginning of the pandemic and joins us with a summary and update on what it means for the overall economy, businesses, consumers, and investors. Continue Reading »
COVID-19 IS CHANGING ECONOMIC & INVESTMENT BEHAVIOR IN PROFOUND & LASTING WAYS
How different will our world be as the nation slowly returns to work on a state by state, city by city, business by business basis?
In part II of our interview with financial thought leader, Jason Trennert, the Co-Founder, Managing Partner and Chief Investment Strategist of leading macro research firm Strategas Research Partners he addresses the profound changes ahead. ( Also watch Part 1)
Continue Reading »
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.
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