LEADING INVESTMENT STRATEGIST JASON TRENNERT IDENTIFIES FOUR MACRO THEMES SHAPING HIS PORTFOLIOS

January 6, 2023

Part 2 of 2

In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population participating. However, the markets have since expanded, and market participation, particularly through retirement accounts, has increased significantly. This has led to the realization that macro factors, such as the global economy, geopolitics, and domestic politics, are important to consider in investment decisions.

Jason De Sena Trennert, Co-Founder and CEO of Strategas Research Partners, is an expert in the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future.

In Part 1: Jason Trennert and his team have become bearish on the market due to the rapid rise in inflation and the Federal Reserve’s commitment to its anti-inflation policies. Trennert discusses the ongoing pressures on the economy and markets and why there may be more market pain ahead.

WEALTHTRACK Episode #1928 broadcast on January 06, 2023
Listen to the audio-only version here:

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JASON DE SENA TRENNERT

  • Co-Founder, Chairman & CEO,
  • Chief Investment Strategist,
  • Strategas, a Baird Company

ACTION POINT

INCREASE YOUR CONTRIBUTIONS TO YOUR RETIREMENT ACCOUNTS THIS YEAR

  • Internal Revenue Service increased employee contribution limits for 401(k)s & similar workplace plans for 2023
    • +$2000 to $22,500
    • Largest increase ever in terms of dollars & percentage 
  • Individuals can contribute more to IRAs
    •  +$500 to $6,500
  • Many other changes for contributions to other retirement plans 
    • Roth IRAs
    • For people 50 and older

ONE INVESTMENT

ENERGY SAFETY VALVE

Buy EQT Corp. (EQT) 


STOCK MENTIONS

Lockheed Martin Corp (LMT)

Northrop Grumman Corp (NOC)

Cameco Corp (CCJ)

Corning Inc. (GLW)

Archer-Daniels Midland Co (ADM)

EQT Corp. (EQT)

Weyerhaeuser Company (WY)

Coca-Cola Co. (KO)

Kellogg Co. (K)


FROM THE ARCHIVE

Jason Trennert from the WEALTHTRACK Archives:


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