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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[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]
- Co-Founder, Chief Investment Strategist, Managing Partner
- Strategas Research Partners
- No one knows how the global recession will play out
- Profound changes occurring
- Time to be prudent and cautious
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.[/tab]
[tab]Jason Trennert from the WEALTHTRACK Archives:
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.