Investment Strategies: Unveiling Major Themes for 2024 with Jason Trennert

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!
00:00 Hello
00:39 Introduction
01:57 Interview with Jason Trennert
21:33 One Investment
23:53 Action Point
WEALTHTRACK Episode 2030 originally broadcast on January 19, 2024
More info: wealthtrack.com/leading-strat...
#InvestmentThemes2024 #FinancialThoughtLeaders #MarketInsights #PortfolioRebalance #GlobalDefenseSpending

[@gabrielenicolini5988]

Hi Consuelo - as always very intersting interview trying to bring some clarity in this too noisy economic time.

[@edwardhayes6111]

Consuelo is the best And Jason Trennert is an excellent guest Great show Insightful

[@blhlow4904]

Thanks for making such high quality interviews online.

[@llorens5880]

I am watching this six days late. Since this video aired, there have been thousands of lay offs. I believe the unemployment part of the recession picture is on it's way.

[@P37RU5]

Genius

[@celestialfix]

Jason is always so well dressed…..a class act in thought and appearance.

[@gabrielenicolini5988]

…Italian origins:)

[@jamesmorris913]

I share Jason's concern about the "top-heaviness" of the S&P 500. So, because of that; for the first time in MANY years..I have recently diversified into about 40% non-U.S. equities. And, I'm just going to "hide-out" in this allocation, until the magnificent-seven, becomes a little less magnificent..which I think is inevitable. I'm not young..and I still vividly remember the similar headiness in tech-stocks circa 1999...and the decade of PAIN, which followed. This is beginning to feel disconcertingly similar, to that era.

[@aaron159r2]

You might feel dumb after US equities continue to soar for the next many years. By just about every valuation metric, you probably should have done this reallocation to ex-US stocks years ago. But then you'd feel extra dumb today. Investing is all about feeling dumb now, or dumb later. You get to pick.

[@kingdavid1614]

Why is food and. Energy not included in the. Inflation calculation

[@selma5885]

I would have liked to know what percent of his personal portfolio is gold eTF/gold coins.

[@kikolatulipe]

19:09 china doesn’t have America best interest … » ??? What an awesome analysis of geopolitics :-)

[@lawrencefeldman462]

Better safe in Bonds ....too much risk in over valued market . High quality investment grade bonds at 5.5% or better probably gonna be hard to beat.

[@4frmhat]

Bonds were really safe in 2022.

[@Mantraflip]

Perhaps, considering your financial situation and time horizon. In the long run owners of capital do better than lenders of capital.

[@lawrencefeldman462]

@@Mantraflip capital market is many times larger than the stock market. Reason for that is the securities do much better than stocks over time. Plus with investment grades you see a return of the money. Stocks can definitely decline or bankruptcy can kill the asset. Bonds are protected in bankruptcy if they have insurance or first lien protection. Stock have zero. Rather have my assets in a protected secure venue.

[@kingoftesticles5825]

Jason is a cutiepie!