RECENT PROGRAMS

EXTRA — “REALLY BAD” TO “BETTER” — FULL INTERVIEW

May 20, 2020

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

May 15, 2020
[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

May 8, 2020

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

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. 

Continue Reading »

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


[box type=”shadow”] 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.

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