Tag: episode_1925

LEADING STRATEGIST JASON TRENNERT IS UNCHARACTERISTICALLY BEARISH. HE EXPLAINS WHAT’S CHANGED

December 16, 2022

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? 

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TRENNERT: RELEVANT INVESTMENT CLASSICS

December 16, 2022

What can investors learn from history? A great deal, says Jason Trennert, who recommends two investment books particularly suited to our time.

Watch the related WEALTHTRACK episode.

Positive 2020 outlook for US economy says Wall Street’s #1 Economist Ed Hyman

December 24, 2019

This page is here for technical reasons. Please click here for the episode page.

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