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