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LEADING INVESTMENT STRATEGIST JASON TRENNERT LAYS OUT THE BULLISH VS. BEARISH CASES MID SHUTDOWN

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. 


WEALTHTRACK Episode #1644; Originally Broadcast on May 01, 2020

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JASON TRENNERT


STAY CAUTIOUS

  • No one knows how the global recession will play out
  • Profound changes occurring
  • Time to be prudent and cautious


The Forgotten Depression: 1921: The Crash That Cured Itself


INFLATION HEDGE SPECULATION

  • BUY VanEck Vectors Junior Gold Miners ETF (GDXJ)
  • Price: $42.87 on 4/29/20
  • 52-week range: $19.52 – $46.42


No stock mentions in this episode.

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CALM IN CHAOS

How does Jason Trennert, the managing partner and chief investment strategist of a leading macro research firm stay calm in the chaos of unprecedented economic and market extremes? We asked him.