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LEADING INVESTMENT STRATEGIST JASON TRENNERT LAYS OUT THE BULLISH VS. BEARISH CASES MID SHUTDOWN

May 1, 2020

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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WILL THE MASSIVE POLICY RESPONSE HALT THE GLOBAL ECONOMIC FREEFALL?

April 24, 2020

NEW THIS WEEK
We are witnessing massive policy responses of historic proportions. The fiscal and monetary reaction to the COVID-19 shut down of economies around the world has been unprecedented in its size and speed. How effective will it be and who stands to benefit from the stimulus? Who is at most risk of being left behind?

We have measured answers from a major player in resolving the Global Financial Crisis a decade ago. John Lipsky, who was the First Deputy Managing Director at the IMF from 2006-2011 during the height of the crisis joins us with his in-depth analysis of the policy response then and now and perspective on current risks. He raises serious concerns about the economic health of southern Europe, Italy in particular and emerging market countries as well.  It’s a heads up for the international exposure of our portfolios. 

Listen to the audio only version here:

JOHN LIPSKY


As WEALTHTRACK transitions to remote production we are tapping a rare interview we did recently with third-generation investor Chris Davis whose family’s half a century perspective brings calm in the midst of the current chaos. Watch the episode again.

EXPECT MORE ECONOMIC & MARKET DAMAGE AS PANDEMIC REPERCUSSIONS MULTIPLY SAYS INVESTMENT VETERAN

April 17, 2020

NEW THIS WEEK:

When economies started shutting down in various parts of the world we all knew that the economic numbers would be bad. How could they not be? We are just now getting some measure of the initial damage in terms of unemployment, business activity, and earnings.
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SURPRISING RETIREMENT PLANNING ESSENTIALS FROM DIET TO ADVISOR CREDENTIALS FROM TWO RETIREMENT PROS

April 10, 2020

Retirees and near-retirees have suffered a punch to the gut and their portfolios with the coronavirus induced shutdown of the economy and the massive and precipitous market decline. After a decade which resulted in longevity records being set by both the economic recovery and bull market this black swan event was a stunner which requires a reassessment and regrouping of life plans, particularly for seniors.
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FLOWS INTO ETFS AND LONG TERM RETURNS ON BITCOIN ARE STAGGERING. MATT HOUGAN IS AN EXPERT ON BOTH

April 3, 2020

One of the biggest trends in investing in recent years has been the migration of investment dollars into exchange-traded funds and out of traditional mutual funds. The numbers are staggering.

This week’s guest had the foresight and guts to get involved in ETFs in their early stages and more recently cryptocurrencies which are still in their development phase. We are going to get his update on both. He is Matt Hougan, Global Head of Research at Bitwise Asset Management, a cryptocurrency asset manager. Hougan describes it as the “crypto equivalent of an S&P 500 fund.”
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