Massive stimulus, big government, low-interest rates are three of the megatrends moving markets. Jason Trennert lists their winners and losers.
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RECENT PROGRAMS
ELECTION PORTFOLIO STRATEGY – TRENNERT PART 1
Jason Trennert says the wide policy differences between Biden and Trump call for different portfolio strategies post-election.
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FINANCIAL SURVIVAL THROUGH AN UNFORESEEN CRISIS WITH TOP FINANCIAL PLANNER MARK CORTAZZO
COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality.
NEW ECONOMIC EXPANSION
Are we in the midst of a new economic expansion and secular bull market?
We discuss with Jeffrey Schulze, Director, Investment Strategist at ClearBridge Investments.
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DEPRESSED GLOBAL VALUE STOCKS REPRESENT A VALUE INVESTOR’S DREAM SAYS FUND MANAGER SARAH KETTERER
Deep value opportunities with gold rated fund manager Sarah Ketterer.
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WHY THE 4 FORCES DRIVING THE ECONOMY’S COMEBACK ARE POWERFUL AND SUSTAINABLE
Nancy Lazar is optimistic about the economy’s progress based on some unappreciated and under-reported trends she and her team have been tracking both pre-pandemic and now. Be prepared for a fascinating and different analysis of the U.S. economy and why its recovery powers are so strong.
