Tag: episode_1925
LEADING STRATEGIST JASON TRENNERT IS UNCHARACTERISTICALLY BEARISH. HE EXPLAINS WHAT’S CHANGED
Part 1 of 2
A major theme for WEALTHTRACK in 2022 and will be in 2023 is what a difference a year makes.
- We’ve gone from lower for longer inflation to stunning acceleration,
- Historically lower for longer interest rates to rapidly increasing ones,
- History-making monetary stimulus to rapid withdrawal, and
- Liquidity-driven speculation in financial assets to risk aversion.
With the exception of energy stocks, the market has taken a hit pretty much across the board.
What further impact will these mega changes have on the economy and markets, and what will they mean for investors?
Continue Reading »TRENNERT: RELEVANT INVESTMENT CLASSICS
What can investors learn from history? A great deal, says Jason Trennert, who recommends two investment books particularly suited to our time.
Positive 2020 outlook for US economy says Wall Street’s #1 Economist Ed Hyman
This page is here for technical reasons. Please click here for the episode page.
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