Research Affiliates Chairman and Founder is known for his award-winning market research, innovative financial products, and value-seeking money management. He discusses his contrarian views on the FAANGs, seriously unpopular markets, and the pandemic’s hidden toll.
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Wealthtrack Episodes
EXTRA — “REALLY BAD” TO “BETTER” — FULL INTERVIEW
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.
WALL STREET’S #1 ECONOMIST SEES A REALLY BAD ECONOMY GETTING BETTER BUT FEARS A DAMAGING 2ND WAVE
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.
COVID-19 IS CHANGING ECONOMIC & INVESTMENT BEHAVIOR IN PROFOUND & LASTING WAYS
Leading strategist and financial thought leader Jason Trennert explains the profound & lasting ways COVID-19 is changing economic and investment behavior.
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LEADING INVESTMENT STRATEGIST JASON TRENNERT LAYS OUT THE BULLISH VS. BEARISH CASES MID SHUTDOWN
The pandemic lockdown has created extreme financial conditions without precedent. Leading investment strategist Jason Trennert lays out the bullish vs. bearish cases in shutdown investing.
WILL THE MASSIVE POLICY RESPONSE HALT THE GLOBAL ECONOMIC FREEFALL?
Influential international economist John Lipsky was a top IMF official negotiating the solution to the Global Financial Crisis. He contrasts the massive policy response now to then and the likelihood that current efforts will be enough to halt the global economic freefall.