Podcast appearances and mentions of jason trennert

Today's Post - https://bahnsen.co/4jKvUh0 Market Insights and Policy Updates: February Market Review In this Monday edition of Dividend Cafe, David Bahnsen discusses recent market trends and significant policy updates while preparing to travel from New York to California. Highlights include President Trump's steel and aluminum tariffs announced during the Super Bowl, market reactions, and the upward movement in shares of domestic steel and aluminum companies. The host also celebrates the nomination of Jason Trennert for Assistant Secretary for the Treasury for Financial Markets. Key statistics include a 167-point rise in the Dow, strong earnings reports from 9 out of 11 S&P 500 sectors, and changes in bond yield and financial sector performance. The episode wraps up with updates on tax reforms, the federal deficit, and speculation about Federal Reserve rate changes for the upcoming months. 00:00 Introduction and Weekly Overview 00:34 Market Reactions to Tariff Announcements 01:58 Highlight: Jason Trennert's Nomination 03:36 Market Performance and Earnings Season Update 05:51 Tax Policy and Budget Reconciliation 09:15 Economic Indicators and Federal Updates 09:54 Conclusion and Additional Resources Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Strategas' Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025.   WEALTHTRACK episode 2131 broadcast on January 24, 2025

In this week's edition of Wealthion's Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: - Tom Lee shares his bold prediction of Bitcoin reaching $250k next year and explores the broader crypto market's evolution, including the impact of Gen Z and AI on the S&P's long-term growth, which he projects will reach 15,000 by 2030. - Jason Trennert offers a measured outlook on earnings, capital expenditures, and housing affordability while analyzing the potential implications of new Treasury leadership. - Ron William discusses post-election market euphoria, potential corrections, and Bitcoin's meteoric rise alongside the importance of risk management. - Ram Ahluwalia delves into value vs. growth stocks, investment opportunities in agency mortgage bonds and private credit, and the challenges of investing in nuclear energy. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4g3fy0Z Chapters: 00:00 - Introduction by Andrew Brill 00:17 - Tom Lee Interview Highlights | Full Interview: https://youtu.be/RVqm779p5U8 10:40 - Jason Trennert Interview Highlights | Full Interview: https://youtu.be/W4T4C9I9MTQ 23:06 - Ron William Interview Highlights | Full Interview: https://youtu.be/6GK_GgHunA8 40:11 - Ram Ahluwalia Interview Highlights | Full Interview: https://youtu.be/l8TfsqLl44I Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #Markets #SP500 #AI #Earnings #HousingMarket #NuclearEnergy #InvestmentStrategy #EconomicOutlook #Altcoins Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Trennert, CEO, Chief Investment Strategist, and Co-Founder of Strategas Research Partners, joins Wealthion's Andrew Brill to discuss the U.S. debt crisis, fiscal policy, inflation risks, and the Federal Reserve's challenges. With $36 trillion in national debt, surging interest payments, and inflation not fully gone, is America facing a fiscal reckoning? Trennert explains how short-term funding, monetary policy, and market trends are shaping the nation's financial future. Don't miss this expert take on what's next for the economy, housing, markets, and your wealth. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3Opi19K Chapters: 1:30 - The U.S. Economy Today: Growth, Risks, and Inflation 3:03 - Post-Election Markets: Earnings and Capex Outlook 5:07 - America's Debt Crisis: Short-Term Funding Risks 11:01 - Fiscal Reckoning: Can Spending Cuts Solve the Problem? 16:45 - Trump's Wall Street Treasury Secretary & The Fed's Role in Managing Inflation 23:13 - Inflation Disccusion and Real Impact: Strategas' Common Man CPI Explained 32:01 - 32:25 - Housing in Crisis: What's Driving Soaring Costs? 35:53 - Credit Cards and Trump Price Controls 38:49 - Market Return Expectations During Trump 2.0 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Economy #DebtCrisis #Inflation #FederalReserve #Markets #Investing #EconomicOutlook #FiscalPolicy #StockMarket #Housing Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk what's driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now.

Listen in as Steve talks with CEO of Strategas, Jason Trennert about the economy and politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen in as Steve talks with CEO of Strategas, Jason Trennert about the economy and politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Friday edition of Sid & Friends in the Morning, NYPD Commissioner Edward Caban officially resigns after the federal probe surrounding him and his twin brother heats way up. Where does the once revered NYPD go from here now that its top cop has been compromised? In other news of the day, Donald Trump says he will not be doing a second debate against Kamala Harris while she argues for the counter opposite, and two charges have been dropped against Trump in his Georgia election interference case. Jason Trennert, Curtis Sliwa, Troy Miller, Noelle Huizenga, Lara Trump, Lee Mazzilli and Alison Esposito join the show on this Friday installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Trennert, Chairman & CEO of Strategas Research Partners, joins the program to talk about why this upcoming presidential election is so important when it comes to America's economy, and why Trump's financial plan is far and away the superior outline over Harris'. Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Trennert, Chairman and CEO Strategas Research Partners Learn more about your ad choices. Visit megaphone.fm/adchoices

Mr. Trennert is the Chairman and Chief Executive Officer of Strategas and its related companies. In addition, as Chief Investment Strategist, Mr. Trennert is known as one of Wall Street's top thought leaders on the subject of markets and economic policy. His research pieces are read by leading institutional investors and corporate executives across the globe. Strategas has been ranked as Wall Street's leading macro-only research firm for seven straight years. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Tuesday edition of Sid & Friends in the Morning, Donald Trump keep chugging right along despite the lefts constant witch hunt of him in their countless bogus legal cases against the former President. In other news of the day, White House spokesman John Kirby reiterates that the United States does not support an Israeli ground offensive in Gaza, to which Israeli Prime Minister Benjamin Netanyahu responded "as if". Presidential candidate Donald Trump's abortion policy refuses to endorse a federal ban on abortions, leaving the matter up to the states, and the former President makes a last ditch effort to delay his hush money trial in New York City. Jason Trennert, Curtis Sliwa, Jason Miller, Arthur Aidala, Rudy Giuliani and Michael Goodwin join Sid on this Tuesday installment of Sid & Friends in the Morning Learn more about your ad choices. Visit megaphone.fm/adchoices

Chairman & CEO of Strategas Research Partners Jason Trennert calls in to debrief the fundraiser held for Donald Trump over the weekend at Mar-a-Lago, of which Trennert was an attendee. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Trennert, CEO of Strategas: Lots of talented and accomplished guests at Trump fundraiser which raised $50.5 million Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to Jason Trennert on Cats & Cosby from Monday, April 8th, 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join FEG CIO Greg Dowling and Jason Trennert, Chairman and Chief Investment Strategist of Strategas, as they discuss the investment outlook of 2024. Listen as they explore economic trends, market leadership, potential rate cuts, inflation challenges, and the impact of the upcoming presidential election.Listen to this explorative dialogue that spans the broad economic landscape, then dive into the specific nuances that shape the market outlook for the year ahead. Will inflation rear its ugly head once again? Will potential Fed rate cuts satisfy the expectations of investors? As the discussion unfolds, explore the global rise of populism and its possible implications, particularly in the context of upcoming elections and geopolitical challenges; and uncover the ongoing debate between active and passive investing, hedge funds, and private equity.  Key TakeawaysHistorically, economic soft landings are rare, and inflation typically comes in waves.The Federal Reserve aims to remain independent from politics, balancing addressing political pressures and maintaining credibility with the market.The markets are probably overestimating the amount and frequency of Fed rate cuts.Which party occupies the White House does not have a material impact on stock market performance. However, economic performance prior to election does heavily influence voters. What we experienced with the “Magnificent Seven” in terms of market concentration and the contribution to index performance was highly unusual. It is also uncommon that the former market leaders of the past bull market lead the next.Due to a changing regime, we may be at peak passive and the golden days of private equity may be in the past.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover potential risks and opportunities that lie ahead. Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind. Explore the rise of populism and its impact on global markets. Don't miss this informative conversation! WEALTHTRACK Episode 2030 originally broadcast on January 19, 2024 More info: https://wealthtrack.com/leading-strategist-jason-trennert-identifies-major-investable-themes-for-2024/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Chairman & CEO of Strategas Research Partners joins Sid to give an update on the country's finances. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Monday edition of Sid & Friends in the Morning, NYC's #1 news/talk morning show, might be heading to the Holy Land come the new year. Sid is in talks with a handful of influential Jewish names that are willing to send him to Jerusalem for a couple of days in January to hopefully broadcast the show live from the ground in Israel. In other news of the day, backlash on Mayor Eric Adams takes to the streets of NYC following the Mayor's announcement last week of extensive budget cuts across all city agencies, former First Lady Rosalyn Carter passes away at the age of 96, Donald Trump stumps in Iowa over the weekend as he continues on his campaign trail, the Giants somehow win a football game, and the Jets get spanked in Buffalo. Curtis Sliwa, Andrew Giuliani, Dov Hikind, Bill O'Reilly, Joe Borelli and Jason Trennert join Sid on his Monday installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Beyond the Benchmark, we welcomed Don Rissmiller and Jason Trennert from Strategas to dissect the complexities of the US economy and interest rates. They offer their insights into the current inflation problem, the challenges faced by central banks, and the balancing act between supply and demand. Listen in as we discuss the risks in the labor market, the effects of bank failures, and the need to avoid a stop-and-go policy. As the conversation progresses, we also examine the influence of AI on investing, the potential disruptions it could cause to stock-picking and GDP, and how large-cap companies stand to benefit. In the final part of our discussion, we ponder the future of hedge funds and globalization, exploring the potential implications of a soft landing in the US economy. We discuss the possibility of inflation decreasing without causing pain in the labor market, and the prospect of a new breed of hedge fund investors emerging in the coming years.(0:00:05) - US Economy and Interest Rates Outlook(0:10:45) - Interest Rate Changes & Market Analysis(0:16:33) - Market Gains Driven by Multiple Expansion(0:23:12) - AI and Market Pullbacks in Investing(0:39:14) - Future of Hedge Funds and GlobalizationOur host, Moz Afzal:https://bit.ly/31XbkTROur guests:Don Rissmiller, Founding Partner of Strategas:https://bit.ly/3DUqMDnJason Trennert, CEO and Cheif Investment Strategist of Strategas:https://bit.ly/3YFjWeEEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document.The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group.This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no.7389746. Registered address: EFG Asset Management (UK) Limited, 116 Park Street, London W1K 6AP, United Kingdom, telephone +44 (0)207 491 9111.Independent Asset Managers: in case this document is provided to Independent Asset Managers (“IAMs“), it is strictly forbidden to be reproduced, disclosed or distributed (in whole or in part) by IAMs and made available to their clients and/or third parties. 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Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future. 0:00 Intro 1:06 Quite cautious on the markets/economy  2:40 Chances are good that you're going to get a recession  4:33 The magnificent seven  6:06 40% of the Russell 2000 has not had profits in the last 12 months  7:10 Inflation  9:00 Long way away from the Fed easing  10:25 Not buying stocks at reasonable prices right now  12:30 Opportunities, energy sector  15:30 Thoughts on AI   17:50 Themes  18:40 The end of globalization  22:11 Labor market  24:17 Hard or soft landing  26:00 Regional banks  27:48 Energy sector 32:50 Lobbying ETF (policy opportunities)  37:24 TINA  40:30 Fair value of S&P is probably between 3500-4100 42:00 Career in financial markets 

Chairman & CEO of Strategas Research Partners Jason Trennert joins Sid to talk about newfound data regarding the migrant crisis, the debt ceiling negotiations, and what Memorial Day means to him and his business. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Friday edition of Sid & Friends in the Morning, we recognize the upcoming Memorial Day weekend in the way it was meant to be recognized, by paying respects to all the men and women in our military who have paid the ultimate sacrifice for our freedom. While you're enjoying your time off from work on Monday, grilling burgers and dogs with family in the sun, try to take a moment to realize why you have that liberty in the first place. In news of the day, the fake leftist news spent all day yesterday making fun of Ron DeSantis' 2024 campaign announcement on Twitter Space with Elon Musk, President Biden makes his Joint Chiefs of Staff Chairman pick, debt ceiling negotiations between the President and Speaker McCarthy continue to stall, Sid's interview with Mayor Eric Adams from yesterday goes viral, and the IRS whistleblower claiming to have incriminating information on the Biden family makes his identity known. Curtis Sliwa, Jason Trennert, Noam Laden, Joe Tacopina, Teddy Atlas, Norman Seabrook and Rachel Uchitel join Sid as we lead you into the long weekend on Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to Chairman & CEO of Strategas Jason Trennert on The Rudy Giuliani Show from Tuesday, March 14th, 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices

WEALTHTRACK will be focusing on the theme of "what a difference a year makes" in 2022 and 2023, as there have been major changes in the economy and markets, including an acceleration in inflation, rising interest rates, a withdrawal of monetary stimulus, and a shift from liquidity-driven speculation to risk aversion. Jason Trennert, a financial thought leader and CEO of Strategas Research Partners, a leading provider of economic, market, and policy research, and his team have become bearish on the market due to the rapid rise in inflation and the Federal Reserve's commitment to its anti-inflation policies. Trennert discusses the ongoing pressures on the economy and markets and why there may be more market pain ahead. WEALTHTRACK #1925 broadcast on December 16, 2022. More info: https://wealthtrack.com/leading-strategist-jason-trennert-is-uncharacteristically-bearish-he-explains-whats-changed/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Chairman & CEO of Strategas Research Partners Jason Trennert sits down with Sid to talk about those affected by the FTX fraud and inflation trends. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Wednesday edition of Sid & Friends in the Morning, Sid runs through all the facts and information you need to finally understand exactly what happened to Sam Bankman-Fried and his cryptocurrency company FTX. Basically, the premise is simple. Bankman-Fried stole a lot of money and did with it what he pleased, but it still baffles us as to why he thought he could get away with it. When it comes down to it, anybody who engages in this level of fraud is a complete and utter sociopath with no regard for society. I guess we can find solace in the fact that he's most likely spending the rest of his life in jail, but there's a lot of people out there that might never financially recover thanks to Bankman-Fried's mistakes. In other news of the day, Title 42 is set to expire in about a week, which is sure to send waves of chaos across the southern border, it's been a full ten years since the massacre at Sandy Hook Elementary School in Newtown, Connecticut, and New York City Mayor Eric Adams announced an expansion of seats for preschool students with special needs across all five boroughs. Ron Insana, Jason Trennert, Peter King and John Franco join the program, and as always make sure you don't miss out on the Wednesday installment of Lidia Reports with Lidia Curanaj. Learn more about your ad choices. Visit megaphone.fm/adchoices

U.S. equity indexes traded mixed Thursday, as investors priced in murky economic data and the reality that Jerome Powell's Federal Reserve shall not pivot from its inflation-fighting stance. “We think the CPI report was very important for the market,” said Eric Johnston, the Senior Managing Director and Head of Equity Derivatives and Cross Asset at Cantor Fitzgerald. “It showed that inflation does not magically come down and you can't get it under control with a soft landing, an unemployment rate below 4%, and the S&P 500 at 4,000.” Eric joins Andreas Steno Larsen for today's Daily Briefing to talk about why equities are holding up so well with global growth increasingly impaired and financial conditions more and more restrictive. Eric and Andreas also discuss key levels for major asset classes and positioning dynamics amid the many prevailing global geopolitical-macroeconomic crosscurrents. We also hear from Jason Trennert about the structural factors that will keep inflation higher for longer. Watch the full conversation featuring Jason Trennert and Ash Bennington here: https://rvtv.io/3dfUHvY. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a moment of truth for the market as we await tomorrow's CPI report. So, what should investors expect? NewEdge's Cameron Dawson gives her take. Plus, Strategas' Jason Trennert reveals the key market indicator that investors need to pay more attention to. And, SL Green and Chef Daniel Boulud are cooking up a new venture. All the details are explained in Overtime.

Jason Trennert is Chairman and Chief Executive Officer of Strategas and its related companies. The podcast starts with Jason explaining why he wrote his 2015 book My Side of the Street: Why Wolves, Flash Boys, Quants, and Masters of the Universe Don't Represent the Real Wall Street and why it remains relevant today. After describing how his passion for intelligence-gathering informs how he looks at investments, Jason lays out the three fundamental principles underpinning the way he does business. Jason then voices his skepticism about Wall Street's prediction that profits will be up next year, given that a recession seems inevitable. He also airs his concerns about tech companies valued on revenue growth and not growth in earnings or cash flows.   Lastly, Ryan and Jason talk about the price activity of Bed Bath and Beyond (BBBY) in recent weeks. He explains that meme stocks are damaging confidence in the system and companies' ability to raise money.

A cooler-than-expected inflation report fueled a sharp rally on Wall Street, with the Dow closing higher by more than 500 points and the Nasdaq surging nearly 3%. Jason Trennert from Strategas and Tony Dwyer from Canaccord discuss what the inflation print means for their outlooks, and how the Fed could react. Meantime shares of Plug Power surged, despite missing earnings estimates. CEO Andy Marsh joins to talk about how his industry could benefit from the Inflation Reduction Act. And one name that sat out the rally was Angi, the parent of Angie's List. The company's CEO weighs in on whether or not the pandemic home improvement boom is over.

CNBC's Bob Pisani spoke with Bruce Lavine, CEO of NightShares, and Jason Trennert, Chairman and CEO of Strategas Research Partners, a Baird company. They delved into portfolio allocation tactics based on major macro themes – addressing the question of can we get a soft landing and avoid a recession? Plus, they discussed how to capture how to capture the so-called “night effect” – including what it is and why two new ETFs are looking to capitalize on this well-known phenomenon in after-hours trading. In the Markets ‘102' portion of the podcast, Bob continues the conversation with Jason Trennert from Strategas Research Partners.

The sell-off on Wall Street intensifying with the S&P 500 hitting a 1-year low. Neuberger Berman's Holly Newman Kroft, one of the top wealth advisors on Wall Street, explains how investors can diversify from stocks and bonds in this volatile environment. Jefferies' Brent Thill says tech investors should be sitting out the storm right now. Strategas Research Partners' Jason Trennert on why today's energy sell off may be creating a buying opportunity. Trivariate Research's Adam Parker explains why he's turning bearish on Utilities, which have been a relative safe haven this year. Plus, why he thinks semiconductor stocks are looking oversold. And Rockefeller International Chairman Ruchir Sharma explains why the era of investing in acronyms like FAANG may be over.

Stocks ended the day lower after a seesaw session. Jason Trennert from Strategas and Jim Bianco from Bianco Research debate the impact of rising rates on the market, as yields on the 10-Year treasury note hit their highest level since 2018. The CEO of KBW gives his take on bank stocks, following a divergent performance for Bank of America and Charles Schwab on the back of results. World Bank President David Malpass explains why his organization just slashed its global growth forecast by nearly a full percentage point. And Goldman Sachs chief economist Jan Hatzius breaks down a new call on the housing market, with mortgage rates topping 5%.

Jason Trennert of Strategas Research Partners joins the show to talk about how to invest through geopolitical uncertainty, and the new realities of higher interest rates and persistent inflation. Plus, we unpack the sanctions levied against Russia, and how the SWIFT system works. See acast.com/privacy for privacy and opt-out information.

Jason Trennert of Strategas Research Partners joins the show to talk about how to invest through geopolitical uncertainty, and the new realities of higher interest rates and persistent inflation. Plus, we unpack the sanctions levied against Russia, and how the SWIFT system works.

Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Jason Trennert, Chairman and Chief Executive Officer of Strategashttps://bit.ly/3IBx5NbEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document. Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document. The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group. This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no. 7389746. Registered address: EFG Asset Management (UK) Limited, Leconfield House, Curzon Street, London W1J 5JB, United Kingdom, telephone +44 (0)20 7491 9111. If you have received this document from any affiliate or branch referred to below, please note the following: Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of The Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in securities, arranging deals in securities, managing securities and advising on securities. EFG Bank & Trust (Bahamas) Ltd. is also licensed by the Central Bank of The Bahamas pursuant to the Banks and Trust Companies Regulation Act, 2000 as a Bank and Trust company. Bahrain: EFG AG Bahrain Branch is regulated by the Central Bank of Bahrain with registered office at Bahrain Financial Harbour, West Tower – 14th Floor, Kingdom of Bahrain.Bermuda: EFG Wealth Management (Bermuda) Ltd. is an exempted company incorporated in Bermuda with limited liability. Registered address: Thistle House, 2nd Floor, 4 Burnaby Street, Hamilton HM 11, Bermuda. Cayman Islands: EFG Bank is licensed by the Cayman Islands Monetary Authority for the conduct of banking business pursuant to the Banks and Trust Companies Law of the Cayman Islands. EFG Wealth Management (Cayman) Ltd. is licensed by the Cayman Islands Monetary Authority for the conduct of trust business pursuant to the Banks and Trust Companies Law of the Cayman Islands, and for the conduct of securities investment business pursuant to the Securities Investment Business Law of the Cayman Islands. Chile: EFG Corredores de Bolsa SpA is licensed by the Comisión para el Mercado Financiero (“Ex SVS”) as a stock broker authorised to conduct securities brokerage transactions in Chile and ancillary regulated activities including discretionary securities portfolio management, arranging deals in securities and investment advice. Registration No: 215. Registered address: Avenida Isidora Goyenechea 2800 Of. 2901, Las Condes, Santiago.Dubai: EFG (Middle East) Limited is regulated by the Dubai Financial Services Authority with a registered address of level 15, Gate Building, Dubai International Financial Centre, Dubai, UAE. Guernsey: EFG Private Bank (Channel Islands) Limited is licensed by the Guernsey Financial Services Commission. Hong Kong: EFG Bank AG is authorised as a licensed bank by the Hong Kong Monetary Authority pursuant to the Banking Ordinance (Cap. 155, Laws of Hong Kong) and is authorised to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activity in Hong Kong.Jersey: EFG Wealth Solutions (Jersey) Limited is regulated by the Jersey Financial Services Commission in the conduct of investment business under the Financial Services (Jersey) Law 1998. Liechtenstein: EFG Bank von Ernst AG is regulated by the Financial Market Authority Liechtenstein, Landstrasse 109, P.O. Box 279, 9490 Vaduz, Liechtenstein. Luxembourg: EFG Bank (Luxembourg) S.A. is listed on the official list of banks established in Luxembourg in accordance with the Luxembourg law of 5 April 1993 on the financial sector (as amended) (the “Law of 1993”), held by the Luxembourg supervisory authority (Commission de Surveillance du Secteur Financier), as a public limited company under Luxembourg law (société anonyme) authorised to carry on its activities pursuant to Article 2 of the Law of 1993. Luxembourg residents should exclusively contact EFG Bank (Luxembourg) S.A., 56 Grand Rue, Luxembourg 2013 Luxembourg, telephone +352 264541, for any information regarding the services of EFG Bank (Luxembourg) S.A. Monaco: EFG Bank (Monaco) SAM is a Monegasque Public Limited Company with a company registration no. 90 S 02647 (Registre du Commerce et de l'Industrie de la Principauté de Monaco). EFG Bank (Monaco) SAM is a bank with financial activities authorised and regulated by the French Prudential Supervision and Resolution Authority and by the Monegasque Commission for the Control of Financial Activities. Registered address: EFG Bank (Monaco) SAM, Villa les Aigles, 15, avenue d'Ostende – BP 37 – 98001 Monaco (Principauté de Monaco), telephone: +377 93 15 11 11. The recipient of this document is perfectly fluent in English and waives the possibility to obtain a French version of this publication. People's Republic of China (“PRC”): EFG Bank AG Shanghai Representative Office is approved by China Banking Regulatory Commission and registered with the Shanghai Administration for Industry and Commerce i...

We discuss mandates and the terrifying outlook of the American financial system.  Our guests are: Dr. Naomi Wolf, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 12/28/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

We discuss mandates and the terrifying outlook of the American financial system.  Our guests are: Dr. Naomi Wolf, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 12/28/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

Bill spoke with Jason Trennert about the various causes of the rising inflation & the left’s religious like devotion to climate change. Jason Trennert, is the Chairman and Chief Executive Officer of Strategist. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bill spoke with Jason Trennert about the various causes of the rising inflation & the left's religious like devotion to climate change. Jason Trennert, is the Chairman and Chief Executive Officer of Strategist. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We dive deep into spending bills with Gaetz, Trennert, Posobiec, and Epshteyn.  Our guests are: Matt Gaetz, Boris Epshteyn, Jack Posobiec, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 09/30/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

We dive deep into spending bills with Gaetz, Trennert, Posobiec, and Epshteyn.  Our guests are: Matt Gaetz, Boris Epshteyn, Jack Posobiec, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 09/30/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Reading Barron's or the Wall Street Journal every week is a smart idea. You can enhance those smarts by keeping your eyes and ears open to what people in your everyday life have to say about the markets and economy. Today's guest, Jason Trennert, Chairman and CEO of Strategas Research Partners, discusses why investors should talk to their taxi driver, sales clerks, or even the bartender at their local watering hole to gather data points and pick up on themes that'll shape markets until the next crisis. Plus, Liz offers her take on specific ways in which you can incorporate the human element and simplify your investing strategy. For more, read Liz's weekly column every Thursday on SoFi's blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

The AG of Texas fills us in on the new abortion laws that might be making their way to other battle ground states.  Our guests are:Terry Schilling, Jason Trennert, Ken Paxton, Liz Yore Stay ahead of the censors - Join us warroom.org/join Aired On: 09/03/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

The AG of Texas fills us in on the new abortion laws that might be making their way to other battle ground states.  Our guests are:Terry Schilling, Jason Trennert, Ken Paxton, Liz Yore Stay ahead of the censors - Join us warroom.org/join Aired On: 09/03/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Cuba protests are a tipping point for much of the rest of the world, and we the people are essentially the federal reserve.  Our guests are: Marcell Felipe, Jason Miller, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 07/12/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Cuba protests are a tipping point for much of the rest of the world, and we the people are essentially the federal reserve.  Our guests are: Marcell Felipe, Jason Miller, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 07/12/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Jason Trennert of Straegas joins Larry Kudlow on WABC.

Larry Kudlow joined by Kevin Hassett, Jason Trennert and General Keith Kellogg.

Trennert says there is a “two in three chance” for significant higher inflation that will create “massive financial instability.” Our guests are: Jason Trennert, Caroline Wetherington, Michele Bachmann, Roger Kimball Stay ahead of the censors - Join us warroom.org/join Aired On: 03/22/2021 Watch: On the Web: http://www.pandemic.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Trennert says there is a “two in three chance” for significant higher inflation that will create “massive financial instability.” Our guests are: Jason Trennert, Caroline Wetherington, Michele Bachmann, Roger Kimball Stay ahead of the censors - Join us warroom.org/join Aired On: 03/22/2021 Watch: On the Web: http://www.pandemic.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

On this episode of the Bill Bennett show, Bill, Jason Trennert & Seth Leibsohn shared reflections about the Christmas season regarding life, the state of the country and hope for 2021. Jason Trennert is the Chairman and Chief Executive Officer of Strategist. Seth Leibsohn is the host of the Seth Leibsohn show heard daily on KKNT 960am in Phoenix. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Steve Bannon, Jack Maxey, and Greg Manz discuss the latest on the coronavirus pandemic as the economy still remains a big question mark along with the legal fight over the 2020 US Presidential Election. Calling in are Jason Trennert and Rudy Giuliani with their insights.

Steve Bannon, Jack Maxey, and Greg Manz discuss the latest on the coronavirus pandemic as the economy still remains a big question mark along with the legal fight over the 2020 US Presidential Election. Calling in are Jason Trennert and Rudy Giuliani with their insights.

Steve Bannon, Raheem Kassam, and Jack Maxey discuss the latest on the coronavirus pandemic as the evidence of fraud in the 2020 US Presidential Election mounts. Calling in ar eBoris Epshteyn, Jason Trennert, and Dr. Bradley Thayer to provide their insights.

Steve Bannon, Raheem Kassam, and Jack Maxey discuss the latest on the coronavirus pandemic as the evidence of fraud in the 2020 US Presidential Election mounts. Calling in ar eBoris Epshteyn, Jason Trennert, and Dr. Bradley Thayer to provide their insights.

What a week! The widely predicted blue wave of Democrats sweeping into the White House, taking over the Senate majority, and increasing their dominance in Congress has failed to materialize. As far as the stock market is concerned, a divided government is a plus because not a lot will change in the way of tax policy and regulations. Investor optimism is not shared by Federal Reserve officials who expressed ongoing concern about the economy and the recent uptick in COVID-19 cases in today’s Federal Open Market Committee policy announcement. “The COVID-19 pandemic is causing tremendous human and economic hardship across the United States and around the world. Economic activity and employment have continued to recover but remain well below their levels at the beginning of the year... “ “The path of the economy will depend significantly on the course of the virus. The ongoing public health crisis will continue to weigh on economic activity, employment, and inflation in the near term, and poses considerable risks to the economic outlook over the medium term.” Ongoing Fed stimulus is another reason Wall Street is bullish. At WEALTHTRACK we realize that we do not invest in a vacuum. What is happening in the world around us affects the markets and companies we invest in, which is why macro matters. This week, in part 2 of our interview with financial thought leader, Jason Trennert we are going to identify some of the biggest trends that have been forming around us and are gaining momentum. Massive stimulus, big government, low-interest rates are three of the megatrends moving markets. Jason Trennert lists their winners and losers. WEALTHTRACK #1719 broadcast on November 06, 2020 More info: https://wealthtrack.com/leading-strategist-jason-trennert-identifies-the-powerful-long-term-macro-trends-driving-the-markets/ Federal Open Market Committee policy announcement: https://www.federalreserve.gov/newsevents/pressreleases/monetary20201105a.htm --- Support this podcast: https://anchor.fm/wealthtrack/support

One of the most striking financial characteristics of the pandemic experience has been the seeming disconnect between the economy and the stock market. The economy was severely damaged by the lockdown of business and sheltering in place policies put in effect earlier this year, but until this week the market has been rising with more stocks The unemployment rate which had fallen to 3.5% last year, the lowest level since 1969, skyrocketed with the lockdowns, reaching 14.7% in April, a level not seen since the Great Depression. Since then it’s fallen, to a still elevated 7.9 % in September, the last report before the election. How sound are the economy and markets going into the election? What could change? Joining us with some answers this week will be financial thought leader, Jason Trennert. Trennert is co-founder, Chairman, CEO, and Chief Investment Strategist of Strategas, He says the wide policy differences between Biden and Trump call for different portfolio strategies post-election. WEALTHTRACK #1718 broadcast on October 30, 2020 More info: https://wealthtrack.com/election-portfolio-strategy-trennert-part-1/ --- Support this podcast: https://anchor.fm/wealthtrack/support

This podcast was recorded on 21st May 2020, so some of the details have changed since then, however the points raised remain salient as ever.Our guest, Jason Trennert:https://www.jasontrennert.com/Strategas:https://www.strategasrp.com/Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Talking points:EFG was one of Strategas' first clients! Why did you set-up Strategas? What is the culture behind Strategas? And why did you partner up with Baird? How has investing changed over the last 30 years?Moving on to today, what's your current assessment of the US market? How are you allocating from a sector perspective. And then market-cap? When will it be time to buy value cyclicals?What is investor positioning like? What are the big push-backs you get at the moment. Are the “Hedgies” talking their own book?What's the view on a next round of stimulus? Are Republicans going to be pushed into a further round? Can they afford not to?On the election, some early thoughts? Who will be more positive or negative for the market.EFGAM:https://www.efgam.com/home/Landing-Asset-Management.htmlImportant InformationThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document. Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document. The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group. This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no. 7389746. Registered address: EFG Asset Management (UK) Limited, Leconfield House, Curzon Street, London W1J 5JB, United Kingdom, telephone +44 (0)20 7491 9111. If you have received this document from any affiliate or branch referred to below, please note the following: Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of The Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in securities, arranging deals in securities, managing securities and advising on securities. EFG Bank & Trust (Bahamas) Ltd. is also licensed by the Central Bank of The Bahamas pursuant to the Banks and Trust Companies Regulation Act, 2000 as a Bank and Trust company. Bahrain: EFG AG Bahrain Branch is regulated by the Central Bank of Bahrain with registered office at Bahrain Financial Harbour, West Tower – 14th Floor, Kingdom of Bahrain.Bermuda: EFG Wealth Management (Bermuda) Ltd. is an exempted company incorporated in Bermuda with limited liability. Registered address: Thistle House, 2nd Floor, 4 Burnaby Street, Hamilton HM 11, Bermuda. Cayman Islands: EFG Bank is licensed by the Cayman Islands Monetary Authority for the conduct of banking business pursuant to the Banks and Trust Companies Law of the Cayman Islands. EFG Wealth Management (Cayman) Ltd. is licensed by the Cayman Islands Monetary Authority for the conduct of trust business pursuant to the Banks and Trust Companies Law of the Cayman Islands, and for the conduct of securities investment business pursuant to the Securities Investment Business Law of the Cayman Islands. Chile: EFG Corredores de Bolsa SpA is licensed by the Comisión para el Mercado Financiero (“Ex SVS”) as a stock broker authorised to conduct securities brokerage transactions in Chile and ancillary regulated activities including discretionary securities portfolio management, arranging deals in securities and investment advice. Registration No: 215. Registered address: Avenida Isidora Goyenechea 2800 Of. 2901, Las Condes, Santiago.Dubai: EFG (Middle East) Limited is regulated by the Dubai Financial Services Authority with a registered address of level 15, Gate Building, Dubai International Financial Centre, Dubai, UAE. Guernsey: EFG Private Bank (Channel Islands) Limited is licensed by the Guernsey Financial Services Commission. Hong Kong: EFG Bank AG is authorised as a licensed bank by the Hong Kong Monetary Authority pursuant to the Banking Ordinance (Cap. 155, Laws of Hong Kong) and is authorised to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activity in Hong Kong.Jersey: EFG Wealth Solutions (Jersey) Limited is regulated by the Jersey Financial Services Commission in the conduct of investment business under the Financial Services (Jersey) Law 1998. Liechtenstein: EFG Bank von Ernst AG is regulated by the Financial Market Authority Liechtenstein, Landstrasse 109, P.O. Box 279, 9490 Vaduz, Liechtenstein. Luxembourg: EFG Bank (Luxembourg) S.A. is listed on the official list of banks established in Luxembourg in accordance with the Luxembourg law of 5 April 1993 on the financial sector (as amended) (the “Law of 1993”), held by the Luxembourg supervisory authority (Commission de Surveillance du Secteur Financier), as a public limited company under Luxembourg law (société anonyme) authorised to carry on its activities pursuant to Article 2 of the Law of 1993. Luxembourg residents should exclusively contact EFG Bank (Luxembourg) S.A., 56 Grand Rue, Luxembourg 2013 Luxembourg, telephone...

Steve Bannon, Raheem Kassam, Jack Maxey, and Vish Burra discuss the latest on the coronavirus pandemic as Steve announces a national speaking tour called "The Plot to Steal 2020". Calling in is Ed Pozzuoli to discuss the lawfare aspect of this plot. Jason Trennert calls in to discuss the economy.

Steve Bannon, Raheem Kassam, Jack Maxey, and Vish Burra discuss the latest on the coronavirus pandemic as Steve announces a national speaking tour called "The Plot to Steal 2020". Calling in is Ed Pozzuoli to discuss the lawfare aspect of this plot. Jason Trennert calls in to discuss the economy.

Raheem Kassam, Jack Maxey, and Vish Burra are joined by Steve Bannon to discuss the latest on the coronavirus pandemic as the mainstream media does its best to advocate for mail-in voting. Calling in is Bill McGinley to discuss mail-in voting. Also calling in is Jason Trennert to discuss the state of the economy.

Raheem Kassam, Jack Maxey, and Vish Burra are joined by Steve Bannon to discuss the latest on the coronavirus pandemic as the mainstream media does its best to advocate for mail-in voting. Calling in is Bill McGinley to discuss mail-in voting. Also calling in is Jason Trennert to discuss the state of the economy.

Raheem Kassam, Jack Maxey, and Greg Manz are joined by Steve Bannon to discuss the latest on the coronavirus pandemic as the economy starts showing signs of vibrant life. Jason Trennert, Larry Lindsey, and David Bahnsen call in to provide their insights on the economic recovery.

Raheem Kassam, Jack Maxey, and Greg Manz are joined by Steve Bannon to discuss the latest on the coronavirus pandemic as the economy starts showing signs of vibrant life. Jason Trennert, Larry Lindsey, and David Bahnsen call in to provide their insights on the economic recovery.

Raheem Kassam, Jack Maxey, and Greg Manz are joined by Harlan Hill to discuss the latest on the coronavirus pandemic as the new jobs numbers contrast a bright future with the bleak present America is experiencing right now amid the protests and riots. Raynard Jackson calls in to talk about his reactions to the George Floyd situation. Jason Trennert also calls in to discuss the latest jobs numbers.

Raheem Kassam, Jack Maxey, and Greg Manz are joined by Harlan Hill to discuss the latest on the coronavirus pandemic as the new jobs numbers contrast a bright future with the bleak present America is experiencing right now amid the protests and riots. Raynard Jackson calls in to talk about his reactions to the George Floyd situation. Jason Trennert also calls in to discuss the latest jobs numbers.

How different will our world be as the nation slowly returns to work on a state by state, city by city, business by business basis? In part II of our interview with financial thought leader, Jason Trennert, the Co-Founder, Managing Partner, and Chief Investment Strategist of leading macro research firm Strategas Research Partners he addresses the profound changes ahead. Trennert believes the COVID-19 experience and its economic aftermath will alter the behavior of countries, individuals, businesses, and investors for many years to come. He shares his assessment of the pandemic’s potential long-term winners and losers with us. If you missed his discussion last week, debating the merits of both the bullish and bearish case for the market and where he comes out. WEALTHTRACK Episode 1645 broadcast on May 08, 2020 More info: https://wealthtrack.com/covid-19-is-changing-economic-investment-behavior-in-profound-lasting-ways/ Leading investment strategist, Jason Trennert periodically sends out thoughtful and insightful thematic essays to his clients. He believes the pandemic and its economic consequences mean profound changes ahead for individuals, businesses, and investors. He was kind enough to share his viewpoints with us. FREEDOM IN A FRACTIONAL RESERVE SOCIETY I and II Long-Term Losers From the Pandemic: https://wealthtrack.com/wp-content/uploads/2020/05/TRENNERT-Pandemic-Losers.pdf Long-Term Winners From the Pandemic: https://wealthtrack.com/wp-content/uploads/2020/05/TRENNERT-Pandemic-Winners.pdf --- Support this podcast: https://anchor.fm/wealthtrack/support

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 #1644 broadcast on May 01, 2020 More info: https://wealthtrack.com/leading-investment-strategist-jason-trennert-lays-out-the-bullish-vs-bearish-cases-mid-shutdown/ --- Support this podcast: https://anchor.fm/wealthtrack/support

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

This page is here for technical reasons. Please click here for the episode page. WEALTHTRACK believes the key to successful long term investing is diversification and intelligent asset allocation. Visit WEALTHTRACK for more.

Steve Bannon, Jack Maxey, Jason Miller, and Raheem Kassam discuss the latest on the coronavirus pandemic as new unemployment numbers come in and the desire to re-open the nation heightens. Calling in is Steve Cortes and Jason Trennert to discuss the possibility of how and when the economy could or should open back up.

Steve Bannon, Jack Maxey, Jason Miller, and Raheem Kassam discuss the latest on the coronavirus pandemic as new unemployment numbers come in and the desire to re-open the nation heightens. Calling in is Steve Cortes and Jason Trennert to discuss the possibility of how and when the economy could or should open back up.

Steve Bannon, Jack Maxey, and Jason Miller discuss the latest on the pandemic as New York becomes the epicenter of the outbreak in the United States.

Steve Bannon, Jack Maxey, and Jason Miller discuss the latest on the pandemic as New York becomes the epicenter of the outbreak in the United States.

Steve Bannon and Jack Maxey are joined by Jason Miller to give a special report for New York City as they air live on 77 WABC. Calling in is station owner John Catsimatidis and Jason Trennert to give the macro view on the historic market meltdown.

Steve Bannon and Jack Maxey are joined by Jason Miller to give a special report for New York City as they air live on 77 WABC. Calling in is station owner John Catsimatidis and Jason Trennert to give the macro view on the historic market meltdown.

Steve Bannon is joined on the phone by Jack Maxey and Dr. Steven Hatfill to discuss a possible leveling off of cases in China and how a second wave of the virus could possibly be more devastating. Also dialing in is Jason Trennert to discuss the current economics of the pandemic.

Steve Bannon is joined on the phone by Jack Maxey and Dr. Steven Hatfill to discuss a possible leveling off of cases in China and how a second wave of the virus could possibly be more devastating. Also dialing in is Jason Trennert to discuss the current economics of the pandemic.

Uber released its data on incidents from 2017-2018, and the 3,000+ reports of sexual abuse have alarmed and disturbed riders. CNBC’s Jane Wells is in LA for Elon Musk’s defamation trial. Activision Blizzard CEO Bobby Kotick shares his unique start in business (in a casino basement) and the video game industry in an interview with Becky at CNBC’s Evolve conference. The November Jobs report blew expectations out of the water; Becky and Joe digest the good news with our panel of experts and guest host Jason Trennert of Strategas. Learn more about your ad choices. Visit megaphone.fm/adchoices

As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means. WEALTHTRACK #1620 broadcast on November 15, 2019. More info: https://wealthtrack.com/recession-bear-market-risks-with-financial-thought-leader-jason-trennert/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Karen Ubelhart, Bloomberg Intelligence Senior Machinery Analyst, sees opportunities in the tech gigs sector. Jason Trennert, Strategas Research Chairman & Chief Executive Officer, expects more dispersion in returns as capital becomes rationed. Bob Janjuah, Nomura Senior Independent Client Advisor of Global Markets, worries about the "post-easy-money world." Jim O'Sullivan, High Frequency Chief U.S. Economist, expects a strong employment report on Friday. Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, updates us on President Trump's immigration plans.   Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Karen Ubelhart, Bloomberg Intelligence Senior Machinery Analyst, sees opportunities in the tech gigs sector. Jason Trennert, Strategas Research Chairman & Chief Executive Officer, expects more dispersion in returns as capital becomes rationed. Bob Janjuah, Nomura Senior Independent Client Advisor of Global Markets, worries about the "post-easy-money world." Jim O'Sullivan, High Frequency Chief U.S. Economist, expects a strong employment report on Friday. Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, updates us on President Trump's immigration plans.  

Over the last several months, every time we did an interview we asked our guests for their views of Bitcoin and other cryptocurrencies. Everyone had an opinion! This week we decided to share a sampling from 17 of our top investors and financial thought leaders. Guests include Jeremy Grantham, Edward Yardeni, Jason Trennert, Joel Greenblatt, John Hathaway, Michael Testorf, Bill Miller, David Nadel, Andy Augenblick, Stuart Lucas, Randy Swan, Mark Cortazzo, Mary Ellen Stanek, David Giroux, David & Tom Gardner, and Bob Doll. WEALTHTRACK #1512 broadcast on September 7, 2018. --- Support this podcast: https://anchor.fm/wealthtrack/support

FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.

What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig. WEALTHTRACK #1412 broadcast on September 8, 2017. --- Support this podcast: https://anchor.fm/wealthtrack/support

PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little hot. Stewart Warther, BNP Paribas' derivatives strategist, says there is less informational advantage in recent years. John Kernan, a consumer research analyst at Cowen & Co., says things are going to get ugly in retail. Finally, Drew Matus, UBS' deputy chief U.S. economist, says he is anticipating an unchanged unemployment rate on jobs day. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little hot. Stewart Warther, BNP Paribas' derivatives strategist, says there is less informational advantage in recent years. John Kernan, a consumer research analyst at Cowen & Co., says things are going to get ugly in retail. Finally, Drew Matus, UBS' deputy chief U.S. economist, says he is anticipating an unchanged unemployment rate on jobs day.

Things already getting better: stocks, Trump unity (Ryan, Schumer, Romney), cabinet picks, calm Trump, consumer confidence way up, econ confidence way up WAPO: 59% confident econ will improve under Trump, 52% confident higher living standards. Gallup econ confidence index soared 13 points last week. End war on biz & capital. End war on energy. Pence replaces Christie in Transition Comm. Cabinet picks: what have we learned? Jeff Sessions A-G; Mike Flynn NSC; Mike Pompeo CIA. Priebus & Bannon. Steve Bannon predicts "entirely new political movement." ADC backs off bigotry charge. Kevin Brady wants deficit-neutral tax reform. Trump impact on stocks & bonds & dollar: Jason Trennert. Buy stocks, sell bonds? Growth is coming. Trump is under-owned. Fed rate hike in December? Certain. Follow long rates higher. 70% long rate rise from real rate ( tax cuts increase capital returns). Trump could appoint 5 Fed governors!! Remake board. Melanie Kirkpatrick on real meaning of Thanksgiving. This year a good one? Trump on bank reform? Wall Street or regulation?

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the anniversary of the financial crisis with Strategas Research Partners' Jason Trennert; the dollar with HSBC's Daragh Maher; and inflation with Prudential's Greg Peters. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Today on the Larry Kudlow Show, Larry talks with Congresswoman Mia Love (R-UT). Also on the show is Jason Trennert, author of NEW BOOK: "My Side of the Street: Why Wolves, Flash Boys, Quants, and Master of the Universe Don't Represent the Real Wall Street." Jim Paulsen, Chief Investment Strategist at Wells Capital Management and Andrew Busch, Host of Voice America's "Engage with Andy Busch" and editor of The Busch Update are on with Larry. Mark Mills, Senior Fellow at Manhattan Institute, and Mark Perry, Professor of Finance & Economics at University of Michigan (Flint Campus) are also talking with Larry. As always, the great money/politics panel with James Pethokoukis, Steve Moore, and John McIntyre. All this and much more on The Larry Kudlow Show!

Today on the Larry Kudlow Show, Larry talks with Congresswoman Mia Love (R-UT). Also on the show is Jason Trennert, author of NEW BOOK: "My Side of the Street: Why Wolves, Flash Boys, Quants, and Master of the Universe Don't Represent the Real Wall Street." Jim Paulsen, Chief Investment Strategist at Wells Capital Management and Andrew Busch, Host of Voice America's "Engage with Andy Busch" and editor of The Busch Update are on with Larry. Mark Mills, Senior Fellow at Manhattan Institute, and Mark Perry, Professor of Finance & Economics at University of Michigan (Flint Campus) are also talking with Larry. As always, the great money/politics panel with James Pethokoukis, Steve Moore, and John McIntyre. All this and much more on The Larry Kudlow Show!

Today on the Larry Kudlow Show, Larry talks with Congresswoman Mia Love (R-UT). Also on the show is Jason Trennert, author of NEW BOOK: "My Side of the Street: Why Wolves, Flash Boys, Quants, and Master of the Universe Don't Represent the Real Wall Street." Jim Paulsen, Chief Investment Strategist at Wells Capital Management and Andrew Busch, Host of Voice America's "Engage with Andy Busch" and editor of The Busch Update are on with Larry. Mark Mills, Senior Fellow at Manhattan Institute, and Mark Perry, Professor of Finance & Economics at University of Michigan (Flint Campus) are also talking with Larry. As always, the great money/politics panel with James Pethokoukis, Steve Moore, and John McIntyre. All this and much more on The Larry Kudlow Show!

In episode #195, Jason Trennert of Strategas offers his sometimes contrarian outlook for equity markets while sharing insights on the European currency crisis and the prospects for inflation.