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Consuelo Mack's WealthTrack Preview: Guest: Jason Trennert, Co-Founder, Strategas Research Partners

TedTed
in The Bullpen
FYI:
Regards,
Ted
November 14, 2019

Dear WEALTHTRACK Subscriber,

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:
- A U.S. economy that keeps on muddling through, setting new records for longevity as it goes, powered by low unemployment and consumer spending
- A record breaking bull market, 10-plus years and counting, that keeps advancing despite some serious reversals
- An accommodative Federal Reserve that has cut interest rates three times in the last year but appears to be on hold for now
- On-again, off-agahttp://www.mutualfundobserver.com/discuss/in trade talks between the U.S. and China which affect businesses and investors
- A daily drumbeat of impeachment reports keeping news junkies and the Washington press corps in overdrive
- A near trillion-dollar federal budget deficit, the highest in seven years, with no signs of shrinking
- On-again, off-again BREXIT developments
- Increasingly violent Hong Kong protests
- A slowdown in China’s economic growth yet the biggest “singles day” sale by Alibaba on November 11th - $38.3 billion, up 26% from 2018 - showing the spending power of the Chinese consumer
- Political upheavals around the globe - in Bolivia and Chile to name just two - and spreading violence in Mexico

Time to consult a financial thought leader who has the scope to put it all together and tell us what it means.

I askedg Partn Jason Trennert, Co-Founder, Managiner and Chief Investment Strategist of Strategas Research Partners to join us. For the third year in a row Strategas has been voted a top macro research provider with five ranked analysts in Institutional Investor’s annual survey. It also provides asset management in separate accounts for institutions and high-net-worth individuals.

If you are unable to join us for the show on television, you can watch it on our website over the weekend. In this week’s EXTRA feature on our website Jason Trennert recommends an autobiography by one of his financial heroes.

If you would prefer to take WEALTHTRACK with you on your commute or travels, you can find the WEALTHTRACK podcast on TuneIn, Stitcher and SoundCloud, as well as iTunes and Spotify.

Thank you so much for spending your precious time with us. Have a super weekend and make the week ahead a profitable and a productive one.

Best regards,

Consuelo

Video Clip:
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