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?