Tag: episode_1928

LEADING INVESTMENT STRATEGIST JASON TRENNERT IDENTIFIES FOUR MACRO THEMES SHAPING HIS PORTFOLIOS

January 6, 2023

Part 2 of 2

In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population participating. However, the markets have since expanded, and market participation, particularly through retirement accounts, has increased significantly. This has led to the realization that macro factors, such as the global economy, geopolitics, and domestic politics, are important to consider in investment decisions.