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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)

Trennert believes the COVID-19 experience and its economic aftermath will alter the behavior of countries, individuals, businesses, and investors for many years to come.

He shares his assessment of the pandemic’s potential long-term winners and losers with us. If you missed his discussion last week, debating the merits of both the bullish and bearish case for the market and where he comes out,

WEALTHTRACK Episode #1645; Originally Broadcast on Month 08, 2020

Listen to the audio only version here:

[learn_more caption=”CLICK HERE FOR TRENNERTS INVESTMENT STRATEGY VIEWPOINTS”]
Leading investment strategist, Jason Trennert periodically sends out thoughtful and insightful thematic essays to his clients. He believes the pandemic and its economic consequences mean profound changes ahead for individuals, businesses, and investors. He was kind enough to share his viewpoints with us.

FREEDOM IN A FRACTIONAL RESERVE SOCIETY I and II

Long-Term Losers From the Pandemic

Long-Term Winners From the Pandemic

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Explore This Episode

We have compiled additional information and content related to this episode.

[tabcontainer] [tabtext]Guest Info[/tabtext] [tabtext]Action Point[/tabtext] [tabtext]Bookshelf[/tabtext] [tabtext]One Investment[/tabtext] [tabtext]Stock Mentions[/tabtext] [tabtext]Video Archive[/tabtext] [tabtext]Web Extra[/tabtext] [/tabcontainer]
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JASON TRENNERT

  • Co-Founder, Chief Investment Strategist, Managing Partner,
  • Strategas Research Partners

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SIT ON YOUR HANDS!

  • Wait for the storm to pass before making any dramatic moves

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No Bookshelf titles this week.
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BIOTECH WINNER

BUY Amgen (AMGN)
PRICE: $236.59 ON 5/6/20
52-WEEK RANGE: $166.30 – $244.99
AMGN Chart

AMGN data by YCharts

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UnitedHealth Group (UNH)
UNH Chart

UNH data by YCharts

Anthem (ANTM)
ANTM Chart

ANTM data by YCharts

Teladoc Health (TDOC)
TDOC Chart

TDOC data by YCharts

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[tab]Jason Trennert from the WEALTHTRACK Archives:


If the archive episodes do not appear here, please turn off, or whitelist this site, in your ad blocker extension, or allow javascript.

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No WEB EXTRA this week.
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